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Diversify Wealth Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Diversify Wealth Management’s Portfolio BOCT Stock Details BOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Sell
36,710
-740
-2% -$38.3K 0.03% 426
2026
Q1 		$1.92M Buy
+37,450
New +$1.85M 0.03% 393

Other funds holding BOCT

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Diversify Wealth Management's BOCT Position: Q2 2026 in Review

Diversify Wealth Management reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 2% in Q2 2026, selling an estimated $38.3K and leaving 36,710 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #426.

Diversify Wealth Management first reported a position in BOCT in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Diversify Wealth Management held 36,710 shares of Innovator US Equity Buffer ETF October worth $1.94M as of Q2 2026.
  • Diversify Wealth Management sold 740 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $38.3K.
  • Innovator US Equity Buffer ETF October made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Diversify Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.