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Foundations Investment Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-4,316
Closed -$209K – 1116
2025
Q3 		$209K Buy
+4,316
New +$202K ﹤0.01% 984

Other funds holding BOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foundations Investment Advisors's BOCT Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q4 2025, closing a stake of 4,316 shares — an estimated $209K sold.

Foundations Investment Advisors first reported a position in BOCT in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 119 funds tracked by Wall St. Rank hold BOCT as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,316 Innovator US Equity Buffer ETF October shares in Q4 2025, an estimated $209K.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Buffer ETF October in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Innovator US Equity Buffer ETF October position peaked at $209K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.