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

Triad 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 		$476K Sell
8,860
-3,389
-28% -$175K 0.03% 327
2026
Q1 		$588K Buy
+12,249
New +$605K 0.05% 247

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 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Triad Wealth Partners reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 28% in Q2 2026, selling an estimated $175K and leaving 8,860 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #327.

Triad Wealth Partners first reported a position in BOCT in Q1 2026 and has held it in 2 quarters since. The position peaked at $588K in Q1 2026. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Triad Wealth Partners held 8,860 shares of Innovator US Equity Buffer ETF October worth $476K as of Q2 2026.
  • Triad Wealth Partners sold 3,389 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $175K.
  • Innovator US Equity Buffer ETF October made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • Triad Wealth Partners's Innovator US Equity Buffer ETF October position peaked at $588K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.