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

IMG 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 		$427K Sell
8,051
-802
-9% -$41.5K 0.24% 57
2026
Q1 		$425K Sell
8,853
-46
-0.5% -$2.27K 0.27% 50
2025
Q4 		$440K Buy
8,899
+7,398
+493% +$361K 0.28% 52
2025
Q3 		$72.7K Hold
1,501
– – 0.05% 135
2025
Q2 		$68.2K Sell
1,501
-18
-1% -$769 0.05% 134
2025
Q1 		$63.9K Hold
1,519
– – 0.06% 132
2024
Q4 		$65.7K Buy
+1,519
New +$65.6K 0.06% 127

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

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

IMG Wealth Management reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 9.1% in Q2 2026, selling an estimated $41.5K and leaving 8,051 shares worth $427K. The position accounts for 0.24% of the portfolio, ranked #57.

IMG Wealth Management first reported a position in BOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q4 2025. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • IMG Wealth Management held 8,051 shares of Innovator US Equity Buffer ETF October worth $427K as of Q2 2026.
  • IMG Wealth Management sold 802 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $41.5K.
  • Innovator US Equity Buffer ETF October made up 0.24% of IMG Wealth Management's portfolio in Q2 2026, its #57 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Innovator US Equity Buffer ETF October position peaked at $440K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.