EverSource Wealth Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

EverSource Wealth Advisors’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	$5.3K	Hold	100	–	–	﹤0.01%	3254
2026 Q1	$4.8K	Hold	100	–	–	﹤0.01%	3286
2025 Q4	$4.94K	Hold	100	–	–	﹤0.01%	3125
2025 Q3	$4.84K	Hold	100	–	–	﹤0.01%	3163
2025 Q2	$4.54K	Hold	100	–	–	﹤0.01%	3199
2025 Q1	$4.2K	Hold	100	–	–	﹤0.01%	2578
2024 Q4	$4.32K	Hold	100	–	–	﹤0.01%	2419
2024 Q3	$4.25K	Hold	100	–	–	﹤0.01%	2288
2024 Q2	$4.18K	Hold	100	–	–	﹤0.01%	2280
2024 Q1	$4.01K	Hold	100	–	–	﹤0.01%	2147
2023 Q4	$3.85K	Hold	100	–	–	﹤0.01%	1962
2023 Q3	$3.55K	Hold	100	–	–	﹤0.01%	1828
2023 Q2	$3.64K	Hold	100	–	–	﹤0.01%	1848
2023 Q1	$3.38K	Hold	100	–	–	﹤0.01%	1768
2022 Q4	$3.18K	Hold	100	–	–	﹤0.01%	1766
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	1507
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1381
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	1398
2021 Q4	$3K	Buy	+100	New	+$3.39K	﹤0.01%	1397

Other funds holding BOCT

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

EverSource Wealth Advisors's BOCT Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 100 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

EverSource Wealth Advisors first reported a position in BOCT in Q4 2021 and has held it in 19 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

EverSource Wealth Advisors held 100 shares of Innovator US Equity Buffer ETF October worth $5.3K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF October made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3254 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2021 and has held it in 19 quarters since.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.