Retirement Planning Group (Kansas)’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Retirement Planning Group (Kansas)’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	$238K	Hold	4,492	–	–	0.01%	490
2026 Q1	$216K	Hold	4,492	–	–	0.01%	464
2025 Q4	$222K	Buy	+4,492	New	+$219K	0.01%	392
2022 Q2	–	Sell	-19,973	Closed	-$680K	–	118
2022 Q1	$680K	Hold	19,973	–	–	0.07%	64
2021 Q4	$691K	Buy	19,973 +7,153	+56%	+$242K	0.07%	59
2021 Q3	$419K	Buy	12,820 +955	+8%	+$31K	0.05%	59
2021 Q2	$383K	Buy	+11,865	New	+$378K	0.04%	63

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 $103B AUM 28.65% 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

Retirement Planning Group (Kansas)'s BOCT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 4,492 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #490.

Retirement Planning Group (Kansas) first reported a position in BOCT in Q2 2021 and has held it in 7 quarters since. The position peaked at $691K in Q4 2021. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Retirement Planning Group (Kansas) held 4,492 shares of Innovator US Equity Buffer ETF October worth $238K as of Q2 2026.
Retirement Planning Group (Kansas) left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF October made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #490 holding.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Buffer ETF October in Q2 2021 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s Innovator US Equity Buffer ETF October position peaked at $691K in Q4 2021.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.