Wilmington Savings Fund Society’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Wilmington Savings Fund Society’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
2025 Q3	–	Sell	-3,317	Closed	-$151K	–	1466
2025 Q2	$151K	Hold	3,317	–	–	﹤0.01%	903
2025 Q1	$139K	Hold	3,317	–	–	﹤0.01%	910
2024 Q4	$143K	Buy	+3,317	New	+$143K	﹤0.01%	933

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PCM

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IIA

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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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wilmington Savings Fund Society's BOCT Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2025, closing a stake of 3,317 shares — an estimated $151K sold.

Wilmington Savings Fund Society first reported a position in BOCT in Q4 2024 and held it in 3 quarters. The position peaked at $151K in Q2 2025. 89 funds tracked by Wall St. Rank hold BOCT as of Q3 2025.

Wilmington Savings Fund Society reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 3,317 Innovator US Equity Buffer ETF October shares in Q3 2025, an estimated $151K.
Wilmington Savings Fund Society first reported a position in Innovator US Equity Buffer ETF October in Q4 2024 and held it in 3 quarters.
Wilmington Savings Fund Society's Innovator US Equity Buffer ETF October position peaked at $151K in Q2 2025.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.