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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$574K Hold
10,425
– – 0.06% 127
2026
Q2
$553K Hold
10,425
– – 0.06% 132
2026
Q1
$500K Hold
10,425
– – 0.06% 133
2025
Q4
$515K Buy
+10,425
New +$509K 0.07% 131

Other funds holding BOCT

KFG Wealth Management's BOCT Position: Q3 2026 in Review

KFG Wealth Management held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q3 2026 at 10,425 shares worth $574K. The position accounts for 0.06% of the portfolio, ranked #127.

KFG Wealth Management first reported a position in BOCT in Q4 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold BOCT as of Q3 2026.

  • KFG Wealth Management held 10,425 shares of Innovator US Equity Buffer ETF October worth $574K as of Q3 2026.
  • KFG Wealth Management left its Innovator US Equity Buffer ETF October share count unchanged in Q3 2026.
  • Innovator US Equity Buffer ETF October made up 0.06% of KFG Wealth Management's portfolio in Q3 2026, its #127 holding.
  • KFG Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.