SCA
BOCT icon

Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Stuart Chaussee & Associates’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
2025
Q2 		– Sell
-1,777,329
Closed -$74.7M – 182
2025
Q1 		$74.7M Buy
+1,777,329
New +$77.1M 18.61% 2

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stuart Chaussee & Associates's BOCT Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2025, closing a stake of 1,777,329 shares — an estimated $74.7M sold.

Stuart Chaussee & Associates first reported a position in BOCT in Q1 2025 and held it in 1 quarter. The position peaked at $74.7M in Q1 2025. 89 funds tracked by Wall St. Rank hold BOCT as of Q2 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,777,329 Innovator US Equity Buffer ETF October shares in Q2 2025, an estimated $74.7M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Buffer ETF October in Q1 2025 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Innovator US Equity Buffer ETF October position peaked at $74.7M in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.