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Secure Asset Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Secure Asset Management’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
Q1 		– Sell
-12,979
Closed -$641K – 338
2025
Q4 		$641K Buy
+12,979
New +$634K 0.1% 162

Other funds holding BOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Secure Asset Management's BOCT Position: Q1 2026 in Review

Secure Asset Management sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2026, closing a stake of 12,979 shares — an estimated $641K sold.

Secure Asset Management first reported a position in BOCT in Q4 2025 and held it in 1 quarter. The position peaked at $641K in Q4 2025. 116 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

  • Secure Asset Management reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 12,979 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $641K.
  • Secure Asset Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • Secure Asset Management's Innovator US Equity Buffer ETF October position peaked at $641K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.