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AE Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

AE Wealth Management’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 		$101K Buy
2,892
+306
+12% +$10.9K ﹤0.01% 1791
2025
Q4 		$90.1K Buy
2,586
+1,475
+133% +$50.7K ﹤0.01% 1726
2025
Q3 		$38K Buy
+1,111
New +$37K ﹤0.01% 1774

Other funds holding IOCT

Commonwealth Equity Services
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

AE Wealth Management's IOCT Position: Q1 2026 in Review

AE Wealth Management increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 12% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,892 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

AE Wealth Management first reported a position in IOCT in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • AE Wealth Management held 2,892 shares of Innovator International Developed Power Buffer ETF October worth $101K as of Q1 2026.
  • AE Wealth Management bought 306 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $10.9K.
  • Innovator International Developed Power Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1791 holding.
  • AE Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.