MFG
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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
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

Other funds holding BOCT

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Merit Financial Group's BOCT Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 2.3% in Q2 2026, selling an estimated $5.07K and leaving 4,098 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Merit Financial Group first reported a position in BOCT in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Merit Financial Group held 4,098 shares of Innovator US Equity Buffer ETF October worth $217K as of Q2 2026.
  • Merit Financial Group sold 98 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $5.07K.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2056 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.