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Advisor OS’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Advisor OS’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Sell
9,055
-290
-3% -$10.6K 0.02% 422
2026
Q1 		$328K Buy
+9,345
New +$332K 0.02% 408

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Advisor OS's IOCT Position: Q2 2026 in Review

Advisor OS reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 3.1% in Q2 2026, selling an estimated $10.6K and leaving 9,055 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #422.

Advisor OS first reported a position in IOCT in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Advisor OS held 9,055 shares of Innovator International Developed Power Buffer ETF October worth $335K as of Q2 2026.
  • Advisor OS sold 290 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $10.6K.
  • Innovator International Developed Power Buffer ETF October made up 0.02% of Advisor OS's portfolio in Q2 2026, its #422 holding.
  • Advisor OS first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.