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

Spire 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	$967K	Buy	18,240 +2	+0%	+$103	0.03%	397
2026 Q1	$875K	Sell	18,238 -3	-0%	-$148	0.03%	405
2025 Q4	$901K	Buy	18,241 +11,324	+164%	+$553K	0.03%	411
2025 Q3	$335K	Buy	6,917 +290	+4%	+$13.6K	0.01%	639
2025 Q2	$301K	Sell	6,627 -4,387	-40%	-$187K	0.01%	642
2025 Q1	$463K	Sell	11,014 -6,024	-35%	-$261K	0.01%	579
2024 Q4	$737K	Buy	17,038 +2,532	+17%	+$109K	0.02%	465
2024 Q3	$616K	Sell	14,506 -1,121	-7%	-$47K	0.02%	474
2024 Q2	$650K	Sell	15,627 -2	-0%	-$82	0.02%	429
2024 Q1	$633K	Sell	15,629 -3,296	-17%	-$130K	0.01%	462
2023 Q4	$736K	Buy	+18,925	New	+$693K	0.02%	429

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

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

Spire Wealth Management increased its Innovator US Equity Buffer ETF October (BOCT) stake by 0.01% in Q2 2026, buying an estimated $103 and bringing the position to 18,240 shares worth $967K. The position accounts for 0.03% of the portfolio, ranked #397.

Spire Wealth Management first reported a position in BOCT in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Spire Wealth Management held 18,240 shares of Innovator US Equity Buffer ETF October worth $967K as of Q2 2026.
Spire Wealth Management bought 2 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $103.
Innovator US Equity Buffer ETF October made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #397 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.