EWM
BOCT icon

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

Evolution 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 		$160K Hold
3,012
– – 0.09% 148
2026
Q1 		$145K Hold
3,012
– – 0.11% 139
2025
Q4 		$149K Buy
+3,012
New +$147K 0.12% 133

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

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

Evolution Wealth Management held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 3,012 shares worth $160K. The position accounts for 0.09% of the portfolio, ranked #148.

Evolution Wealth Management first reported a position in BOCT in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Evolution Wealth Management held 3,012 shares of Innovator US Equity Buffer ETF October worth $160K as of Q2 2026.
  • Evolution Wealth Management left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF October made up 0.09% of Evolution Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.