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 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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

My Personal CFO LLC's BOCT Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 18% in Q2 2026, selling an estimated $224K and leaving 19,400 shares worth $1.03M. 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 17 quarters since. The position peaked at $1.28M in Q4 2025. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

My Personal CFO LLC held 19,400 shares of Innovator US Equity Buffer ETF October worth $1.03M as of Q2 2026.
My Personal CFO LLC sold 4,335 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $224K.
Innovator US Equity Buffer ETF October made up 0.4% of My Personal CFO LLC's portfolio in Q2 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 17 quarters since.
My Personal CFO LLC's Innovator US Equity Buffer ETF October position peaked at $1.28M in Q4 2025.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.