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Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Steward Partners Investment Advisory’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 		$145K Buy
3,019
+219
+8% +$10.8K ﹤0.01% 2179
2025
Q4 		$138K Hold
2,800
– – ﹤0.01% 2120
2025
Q3 		$136K Buy
2,800
+351
+14% +$16.4K ﹤0.01% 2065
2025
Q2 		$111K Hold
2,449
– – ﹤0.01% 2054
2025
Q1 		$103K Hold
2,449
– – ﹤0.01% 1998
2024
Q4 		$106K Hold
2,449
– – ﹤0.01% 1945
2024
Q3 		$104K Hold
2,449
– – ﹤0.01% 1859
2024
Q2 		$102K Hold
2,449
– – ﹤0.01% 1767
2024
Q1 		$99.1K Hold
2,449
– – ﹤0.01% 1769
2023
Q4 		$94.2K Buy
2,449
+832
+51% +$30.5K ﹤0.01% 1725
2023
Q3 		$57.4K Hold
1,617
– – ﹤0.01% 1846
2023
Q2 		$58.8K Hold
1,617
– – ﹤0.01% 1815
2023
Q1 		$54.7K Hold
1,617
– – ﹤0.01% 1830
2022
Q4 		$51.4K Buy
+1,617
New +$50.9K ﹤0.01% 1828

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 $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's BOCT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Buffer ETF October (BOCT) stake by 7.8% in Q1 2026, buying an estimated $10.8K and bringing the position to 3,019 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Steward Partners Investment Advisory first reported a position in BOCT in Q4 2022 and has held it in 14 quarters since. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

  • Steward Partners Investment Advisory held 3,019 shares of Innovator US Equity Buffer ETF October worth $145K as of Q1 2026.
  • Steward Partners Investment Advisory bought 219 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $10.8K.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2179 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • 115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.