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

Simplicity Wealth’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	$430K	Buy	+8,105	New	+$419K	0.01%	703

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

Simplicity Wealth's BOCT Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Innovator US Equity Buffer ETF October (BOCT) in Q2 2026: 8,105 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings.

121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Simplicity Wealth held 8,105 shares of Innovator US Equity Buffer ETF October worth $430K as of Q2 2026.
Innovator US Equity Buffer ETF October was a new Simplicity Wealth position in Q2 2026.
Innovator US Equity Buffer ETF October made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #703 holding.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.