WPWealth’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

WPWealth’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	$460K	Hold	9,582	–	–	0.07%	67
2025 Q4	$474K	Buy	9,582 +121	+1%	+$5.91K	0.07%	67
2025 Q3	$458K	Buy	+9,461	New	+$443K	0.07%	66
2025 Q1	–	Sell	-13,385	Closed	-$579K	–	89
2024 Q4	$579K	Buy	13,385 +591	+5%	+$25.5K	0.12%	52
2024 Q3	$543K	Buy	12,794 +527	+4%	+$22.1K	0.11%	45
2024 Q2	$510K	Sell	12,267 -9,324	-43%	-$380K	0.12%	42
2024 Q1	$874K	Hold	21,591	–	–	0.23%	29
2023 Q4	$831K	Hold	21,591	–	–	0.26%	29
2023 Q3	$766K	Buy	+21,591	New	+$790K	0.29%	28
2023 Q1	–	Sell	-76,560	Closed	-$2.43M	–	46
2022 Q4	$2.43M	Buy	+76,560	New	+$2.41M	1.27%	14

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

WPWealth's BOCT Position: Q1 2026 in Review

WPWealth held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q1 2026 at 9,582 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #67.

WPWealth first reported a position in BOCT in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.43M in Q4 2022. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

WPWealth held 9,582 shares of Innovator US Equity Buffer ETF October worth $460K as of Q1 2026.
WPWealth left its Innovator US Equity Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF October made up 0.07% of WPWealth's portfolio in Q1 2026, its #67 holding.
WPWealth first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 10 quarters since.
WPWealth's Innovator US Equity Buffer ETF October position peaked at $2.43M in Q4 2022.
115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on WPWealth's 13F filing for Q1 2026, filed 12 May 2026.