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 Q3	$214K	Sell	3,880 -100	-3%	-$5.41K	0.01%	645
2026 Q2	$211K	Sell	3,980 -357	-8%	-$18.5K	0.01%	637
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

COFG Advisors Oak Brook, Illinois $595M AUM 20.6% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Visionary Wealth Advisors's BOCT Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 2.5% in Q3 2026, selling an estimated $5.41K and leaving 3,880 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #645.

Visionary Wealth Advisors first reported a position in BOCT in Q4 2020 and has held it in 13 quarters since. The position peaked at $762K in Q1 2021. 114 funds tracked by Wall St. Rank hold BOCT as of Q3 2026.

Visionary Wealth Advisors held 3,880 shares of Innovator US Equity Buffer ETF October worth $214K as of Q3 2026.
Visionary Wealth Advisors sold 100 Innovator US Equity Buffer ETF October shares in Q3 2026, an estimated $5.41K.
Innovator US Equity Buffer ETF October made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #645 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and has held it in 13 quarters since.
Visionary Wealth Advisors's Innovator US Equity Buffer ETF October position peaked at $762K in Q1 2021.
114 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.