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My Personal CFO LLC’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

My Personal CFO 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
2026
Q3 		$1.13M Buy
20,450
+1,050
+5% +$56.8K 0.4% 44
2026
Q2 		$1.03M Sell
19,400
-4,335
-18% -$224K 0.4% 44
2026
Q1 		$1.14M Sell
23,735
-2,200
-8% -$109K 0.5% 38
2025
Q4 		$1.28M Buy
+25,935
New +$1.27M 0.53% 40
2025
Q3 		– Sell
-25,935
Closed -$1.18M – 109
2025
Q2 		$1.18M Hold
25,935
– – 0.54% 39
2025
Q1 		$1.09M Hold
25,935
– – 0.55% 37
2024
Q4 		$1.12M Buy
25,935
+7,635
+42% +$330K 0.57% 38
2024
Q3 		$777K Hold
18,300
– – 0.43% 47
2024
Q2 		$761K Hold
18,300
– – 0.41% 46
2024
Q1 		$741K Hold
18,300
– – 0.43% 48
2023
Q4 		$704K Hold
18,300
– – 0.46% 48
2023
Q3 		$650K Buy
18,300
+3,000
+20% +$110K 0.52% 45
2023
Q2 		$557K Sell
15,300
-2,000
-12% -$69.2K 0.44% 48
2023
Q1 		$585K Buy
17,300
+17,282
+96,011% +$569K 0.5% 46
2022
Q4 		$581K Sell
18
-2
-10% -$63 0.54% 38
2022
Q3 		$610K Sell
20
-11,380
-100% -$360K 0.93% 27
2022
Q2 		$347K Buy
+11,400
New +$364K 0.45% 39
2022
Q1 		– Sell
-7,400
Closed -$256K – 57
2021
Q4 		$256K Buy
+7,400
New +$251K 0.22% 53

Other funds holding BOCT

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
GTWM
Global Trust Wealth Management West Palm Beach, Florida $139M AUM 12.13% 1-Year Est. Return

My Personal CFO LLC's BOCT Position: Q3 2026 in Review

My Personal CFO LLC increased its Innovator US Equity Buffer ETF October (BOCT) stake by 5.4% in Q3 2026, buying an estimated $56.8K and bringing the position to 20,450 shares worth $1.13M. The position accounts for 0.4% of the portfolio, ranked #44.

My Personal CFO LLC first reported a position in BOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2025. 19 funds tracked by Wall St. Rank hold BOCT as of Q3 2026.

  • My Personal CFO LLC held 20,450 shares of Innovator US Equity Buffer ETF October worth $1.13M as of Q3 2026.
  • My Personal CFO LLC bought 1,050 Innovator US Equity Buffer ETF October shares in Q3 2026, an estimated $56.8K.
  • Innovator US Equity Buffer ETF October made up 0.4% of My Personal CFO LLC's portfolio in Q3 2026, its #44 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Innovator US Equity Buffer ETF October position peaked at $1.28M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.