Merit Financial Group
BOCT icon

Merit Financial Group’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Merit Financial Group’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
Q3 		$226K Hold
4,098
– – ﹤0.01% 2122
2026
Q2 		$217K Sell
4,098
-98
-2% -$5.07K ﹤0.01% 2056
2026
Q1 		$201K Hold
4,196
– – ﹤0.01% 1928
2025
Q4 		$207K Buy
+4,196
New +$205K ﹤0.01% 1795

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Global Assets Advisory
Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Merit Financial Group's BOCT Position: Q3 2026 in Review

Merit Financial Group held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q3 2026 at 4,098 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Merit Financial Group first reported a position in BOCT in Q4 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold BOCT as of Q3 2026.

  • Merit Financial Group held 4,098 shares of Innovator US Equity Buffer ETF October worth $226K as of Q3 2026.
  • Merit Financial Group left its Innovator US Equity Buffer ETF October share count unchanged in Q3 2026.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2122 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.