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Sigma Planning Corp’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Sigma Planning Corp’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 		$871K Sell
16,430
-804
-5% -$41.6K 0.02% 659
2026
Q1 		$827K Sell
17,234
-64
-0.4% -$3.16K 0.02% 648
2025
Q4 		$855K Buy
17,298
+105
+0.6% +$5.13K 0.02% 595
2025
Q3 		$832K Buy
17,193
+165
+1% +$7.72K 0.02% 601
2025
Q2 		$774K Sell
17,028
-308
-2% -$13.2K 0.02% 596
2025
Q1 		$729K Sell
17,336
-273
-2% -$11.8K 0.02% 596
2024
Q4 		$761K Buy
17,609
+253
+1% +$10.9K 0.02% 586
2024
Q3 		$737K Sell
17,356
-97
-0.6% -$4.07K 0.02% 600
2024
Q2 		$726K Sell
17,453
-110
-0.6% -$4.49K 0.02% 580
2024
Q1 		$711K Sell
17,563
-1,995
-10% -$78.8K 0.02% 620
2023
Q4 		$752K Buy
19,558
+7,556
+63% +$277K 0.06% 331
2023
Q3 		$426K Buy
12,002
+374
+3% +$13.7K 0.02% 780
2023
Q2 		$423K Sell
11,628
-1,111
-9% -$38.5K 0.02% 798
2023
Q1 		$431K Sell
12,739
-2,593
-17% -$85.4K 0.01% 864
2022
Q4 		$487K Buy
15,332
+8,311
+118% +$262K 0.02% 772
2022
Q3 		$210K Buy
+7,021
New +$222K 0.01% 1098
2021
Q3 		– Sell
-82,676
Closed -$2.67M – 1393
2021
Q2 		$2.67M Sell
82,676
-1,795
-2% -$57.2K 0.08% 265
2021
Q1 		$2.64M Buy
84,471
+980
+1% +$29.9K 0.08% 260
2020
Q4 		$2.51M Buy
83,491
+10,450
+14% +$303K 0.09% 236
2020
Q3 		$2.04M Buy
+73,041
New +$1.98M 0.08% 242
2019
Q4 		– Sell
-76,091
Closed -$1.89M – 1056
2019
Q3 		$1.89M Buy
+76,091
New +$1.9M 0.09% 239

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 $103B AUM 28.65% 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

Sigma Planning Corp's BOCT Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 4.7% in Q2 2026, selling an estimated $41.6K and leaving 16,430 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #659.

Sigma Planning Corp first reported a position in BOCT in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.67M in Q2 2021. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Sigma Planning Corp held 16,430 shares of Innovator US Equity Buffer ETF October worth $871K as of Q2 2026.
  • Sigma Planning Corp sold 804 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $41.6K.
  • Innovator US Equity Buffer ETF October made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #659 holding.
  • Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF October in Q3 2019 and has held it in 21 quarters since.
  • Sigma Planning Corp's Innovator US Equity Buffer ETF October position peaked at $2.67M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.