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

Summit Wealth Partners’s Portfolio BOCT Stock Details BOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$438K Hold
9,637
– – 0.08% 142
2025
Q1 		$405K Hold
9,637
– – 0.08% 145
2024
Q4 		$417K Hold
9,637
– – 0.09% 135
2024
Q3 		$409K Buy
+9,637
New +$409K 0.08% 158