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Selby Wealth Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Selby Wealth 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
Q2 		– Sell
-8,100
Closed -$389K – 84
2026
Q1 		$389K Hold
8,100
– – 0.15% 72
2025
Q4 		$400K Buy
+8,100
New +$396K 0.16% 69

Other funds holding BOCT

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Selby Wealth Management's BOCT Position: Q2 2026 in Review

Selby Wealth Management sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2026, closing a stake of 8,100 shares — an estimated $389K sold.

Selby Wealth Management first reported a position in BOCT in Q4 2025 and held it in 2 quarters. The position peaked at $400K in Q4 2025. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Selby Wealth Management reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2026 after selling out during the quarter.
  • Selby Wealth Management sold 8,100 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $389K.
  • Selby Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2025 and held it in 2 quarters.
  • Selby Wealth Management's Innovator US Equity Buffer ETF October position peaked at $400K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.