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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,637	Closed	-$414K	–	282
2026 Q1	$414K	Hold	8,637	–	–	0.07%	183
2025 Q4	$427K	Hold	8,637	–	–	0.08%	137
2025 Q3	$418K	Sell	8,637 -1,000	-10%	-$46.8K	0.08%	150
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	+$404K	0.08%	158

Other funds holding BOCT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Summit Wealth Partners's BOCT Position: Q2 2026 in Review

Summit Wealth Partners sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2026, closing a stake of 8,637 shares — an estimated $414K sold.

Summit Wealth Partners first reported a position in BOCT in Q3 2024 and held it in 7 quarters. The position peaked at $438K in Q2 2025. 59 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Summit Wealth Partners reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2026 after selling out during the quarter.
Summit Wealth Partners sold 8,637 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $414K.
Summit Wealth Partners first reported a position in Innovator US Equity Buffer ETF October in Q3 2024 and held it in 7 quarters.
Summit Wealth Partners's Innovator US Equity Buffer ETF October position peaked at $438K in Q2 2025.
59 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.