Wealth Enhancement Advisory Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Wealth Enhancement Advisory Services’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	$325K	Sell	6,079 -71,493	-92%	-$3.7M	﹤0.01%	3122
2026 Q1	$3.75M	Sell	77,572 -55,320	-42%	-$2.73M	0.01%	1046
2025 Q4	$6.63M	Buy	132,892 +1,235	+0.9%	+$60.3K	0.01%	880
2025 Q3	$6.38M	Buy	131,657 +122,883	+1,401%	+$5.75M	0.01%	835
2025 Q2	$401K	Buy	8,774 +1,899	+28%	+$81.2K	﹤0.01%	2385
2025 Q1	$289K	Hold	6,875	–	–	﹤0.01%	2473
2024 Q4	$297K	Buy	6,875 +368	+6%	+$15.9K	﹤0.01%	2387
2024 Q3	$276K	Sell	6,507 -2,340	-26%	-$98.1K	﹤0.01%	2233
2024 Q2	$368K	Hold	8,847	–	–	﹤0.01%	1839
2024 Q1	$358K	Buy	+8,847	New	+$349K	﹤0.01%	1802

Other funds holding BOCT

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's BOCT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 92% in Q2 2026, selling an estimated $3.7M and leaving 6,079 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Wealth Enhancement Advisory Services first reported a position in BOCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.63M in Q4 2025. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Wealth Enhancement Advisory Services held 6,079 shares of Innovator US Equity Buffer ETF October worth $325K as of Q2 2026.
Wealth Enhancement Advisory Services sold 71,493 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $3.7M.
Innovator US Equity Buffer ETF October made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3122 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Buffer ETF October in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Buffer ETF October position peaked at $6.63M in Q4 2025.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.