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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
Q2 		$160K Hold
3,019
– – ﹤0.01% 2342
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

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 22.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Steward Partners Investment Advisory's BOCT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 3,019 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Steward Partners Investment Advisory first reported a position in BOCT in Q4 2022 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Steward Partners Investment Advisory held 3,019 shares of Innovator US Equity Buffer ETF October worth $160K as of Q2 2026.
  • Steward Partners Investment Advisory left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2342 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.