BOCT β€” INNOVATOR ETFS TRUST

Ownership history in Global Trust Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Global Trust Wealth Management LLC reported INNOVATOR ETFS TRUST (BOCT) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2025 Q4. The latest visible filing shows BOCT at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Trust Wealth Management LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BOCT was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Trust Wealth Management LLC held BOCT β€” position size vs. price
% of Fund (quarterly)    BOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,200 β€” 0% 0.37% $489K 2026-04-14 $50.33
2025 Q4 INITIATED 10,200 β€” β€” 0.37% $504K 2026-01-28 $50.04

FAQ About Global Trust Wealth Management LLC and BOCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Trust Wealth Management LLC reported owning BOCT?

Global Trust Wealth Management LLC reported BOCT across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BOCT position in Global Trust Wealth Management LLC's portfolio?

The largest reported portfolio weight for BOCT was 0.37% in 2025 Q4.

What is the latest reported BOCT position on this page?

The most recent filing on this page is 2026 Q1, when Global Trust Wealth Management LLC reported 10,200 shares, equal to 0.37% of portfolio, with an estimated market value of $489K.

What does the chart on this BOCT ownership page compare?

The chart compares Global Trust Wealth Management LLC's quarterly BOCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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