ML
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McAdam LLC’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

McAdam LLC’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
Q2 		– Sell
-18,733
Closed -$787K – 380
2025
Q1 		$787K Hold
18,733
– – 0.05% 142
2024
Q4 		$810K Sell
18,733
-319
-2% -$13.8K 0.04% 152
2024
Q3 		$809K Hold
19,052
– – 0.05% 151
2024
Q2 		$792K Hold
19,052
– – 0.05% 136
2024
Q1 		$771K Buy
+19,052
New +$752K 0.05% 130

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IIA
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Cetera Investment Advisers
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HighTower Advisors
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Osaic Holdings
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CAPTRUST Financial Advisors
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Cerity Partners
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return