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Wood Tarver Financial Group’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Wood Tarver Financial Group’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
-2,733
Closed -$124K – 217
2025
Q2 		$124K Hold
2,733
– – 0.04% 182
2025
Q1 		$115K Sell
2,733
-2,980
-52% -$129K 0.04% 177
2024
Q4 		$246K Buy
+5,713
New +$247K 0.08% 118

Other funds holding BOCT

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wood Tarver Financial Group's BOCT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2025, closing a stake of 2,733 shares — an estimated $124K sold.

Wood Tarver Financial Group first reported a position in BOCT in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q4 2024. 89 funds tracked by Wall St. Rank hold BOCT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,733 Innovator US Equity Buffer ETF October shares in Q3 2025, an estimated $124K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF October in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Buffer ETF October position peaked at $246K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.