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U.S. Capital Wealth Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

U.S. Capital Wealth Advisors’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 		– Sell
-5,598
Closed -$277K – 1018
2025
Q4 		$277K Buy
+5,598
New +$273K 0.01% 832
2023
Q1 		– Sell
-590
Closed -$18.7K – 756
2022
Q4 		$18.7K Buy
+590
New +$18.6K ﹤0.01% 1120

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 $79.5B AUM 27.1% 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 $103B AUM 28.65% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's BOCT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2026, closing a stake of 5,598 shares — an estimated $277K sold.

U.S. Capital Wealth Advisors first reported a position in BOCT in Q4 2022 and held it in 2 quarters. The position peaked at $277K in Q4 2025. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

  • U.S. Capital Wealth Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 5,598 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $277K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's Innovator US Equity Buffer ETF October position peaked at $277K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.