Visionary Wealth Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Visionary 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	$208K	Sell	4,337 -100	-2%	-$4.94K	0.01%	607
2025 Q4	$219K	Buy	+4,437	New	+$217K	0.01%	573
2023 Q3	–	Sell	-5,860	Closed	-$213K	–	453
2023 Q2	$213K	Sell	5,860 -950	-14%	-$32.9K	0.02%	424
2023 Q1	$230K	Sell	6,810 -1,500	-18%	-$49.4K	0.02%	398
2022 Q4	$264K	Sell	8,310 -3,800	-31%	-$120K	0.02%	348
2022 Q3	$362K	Buy	12,110 +250	+2%	+$7.91K	0.04%	265
2022 Q2	$361K	Buy	11,860 +500	+4%	+$16K	0.03%	292
2022 Q1	$387K	Hold	11,360	–	–	0.03%	289
2021 Q4	$393K	Buy	+11,360	New	+$385K	0.03%	258
2021 Q2	–	Sell	-24,395	Closed	-$762K	–	338
2021 Q1	$762K	Hold	24,395	–	–	0.08%	161
2020 Q4	$734K	Buy	+24,395	New	+$706K	0.08%	160

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

COFG Advisors Oak Brook, Illinois $404M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Visionary Wealth Advisors's BOCT Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 2.3% in Q1 2026, selling an estimated $4.94K and leaving 4,337 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #607.

Visionary Wealth Advisors first reported a position in BOCT in Q4 2020 and has held it in 11 quarters since. The position peaked at $762K in Q1 2021. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

Visionary Wealth Advisors held 4,337 shares of Innovator US Equity Buffer ETF October worth $208K as of Q1 2026.
Visionary Wealth Advisors sold 100 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $4.94K.
Innovator US Equity Buffer ETF October made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #607 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and has held it in 11 quarters since.
Visionary Wealth Advisors's Innovator US Equity Buffer ETF October position peaked at $762K in Q1 2021.
115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.