Truist Financial
BOCT icon

Truist Financial’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Truist Financial’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
Q1 		$1.74M Sell
36,320
-162
-0.4% -$8K ﹤0.01% 1413
2025
Q4 		$1.8M Buy
36,482
+64
+0.2% +$3.13K ﹤0.01% 1361
2025
Q3 		$1.76M Buy
36,418
+215
+0.6% +$10.1K ﹤0.01% 1396
2025
Q2 		$1.65M Buy
36,203
+7,507
+26% +$321K ﹤0.01% 1377
2025
Q1 		$1.21M Buy
28,696
+3,838
+15% +$167K ﹤0.01% 1441
2024
Q4 		$1.07M Buy
24,858
+91
+0.4% +$3.93K ﹤0.01% 1518
2024
Q3 		$1.05M Hold
24,767
– – ﹤0.01% 1497
2024
Q2 		$1.03M Hold
24,767
– – ﹤0.01% 1603
2024
Q1 		$1M Sell
24,767
-16
-0.1% -$632 ﹤0.01% 1614
2023
Q4 		$953K Hold
24,783
– – ﹤0.01% 1624
2023
Q3 		$880K Sell
24,783
-940
-4% -$34.4K ﹤0.01% 1625
2023
Q2 		$936K Hold
25,723
– – ﹤0.01% 1615
2023
Q1 		$870K Sell
25,723
-350
-1% -$11.5K ﹤0.01% 1633
2022
Q4 		$828K Sell
26,073
-3,224
-11% -$102K ﹤0.01% 1646
2022
Q3 		$876K Buy
29,297
+1,434
+5% +$45.4K ﹤0.01% 1554
2022
Q2 		$848K Buy
27,863
+146
+0.5% +$4.66K ﹤0.01% 1635
2022
Q1 		$944K Buy
27,717
+13,030
+89% +$436K ﹤0.01% 1666
2021
Q4 		$508K Buy
+14,687
New +$498K ﹤0.01% 2005

Other funds holding BOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial's BOCT Position: Q1 2026 in Review

Truist Financial reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 0.44% in Q1 2026, selling an estimated $8K and leaving 36,320 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Truist Financial first reported a position in BOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q4 2025. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

  • Truist Financial held 36,320 shares of Innovator US Equity Buffer ETF October worth $1.74M as of Q1 2026.
  • Truist Financial sold 162 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $8K.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1413 holding.
  • Truist Financial first reported a position in Innovator US Equity Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • Truist Financial's Innovator US Equity Buffer ETF October position peaked at $1.8M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.