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 Q2	$508K	Hold	9,582	–	–	0.08%	64
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

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 $104B AUM 28.3% 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

WPWealth's BOCT Position: Q2 2026 in Review

WPWealth held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 9,582 shares worth $508K. The position accounts for 0.08% of the portfolio, ranked #64.

WPWealth first reported a position in BOCT in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.43M in Q4 2022. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

WPWealth held 9,582 shares of Innovator US Equity Buffer ETF October worth $508K as of Q2 2026.
WPWealth left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF October made up 0.08% of WPWealth's portfolio in Q2 2026, its #64 holding.
WPWealth first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 11 quarters since.
WPWealth's Innovator US Equity Buffer ETF October position peaked at $2.43M in Q4 2022.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.