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 Q1	$328K	Buy	+9,345	New	+$332K	0.02%	408

Other funds holding IOCT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Advisor OS's IOCT Position: Q1 2026 in Review

Advisor OS opened a new position in Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2026: 9,345 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

Advisor OS held 9,345 shares of Innovator International Developed Power Buffer ETF October worth $328K as of Q1 2026.
Innovator International Developed Power Buffer ETF October was a new Advisor OS position in Q1 2026.
Innovator International Developed Power Buffer ETF October made up 0.02% of Advisor OS's portfolio in Q1 2026, its #408 holding.
99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.