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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
Q2 		$96K Sell
2,595
-297
-10% -$10.8K ﹤0.01% 1926
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 $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

AE Wealth Management's IOCT Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 10% in Q2 2026, selling an estimated $10.8K and leaving 2,595 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

AE Wealth Management first reported a position in IOCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $101K in Q1 2026. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • AE Wealth Management held 2,595 shares of Innovator International Developed Power Buffer ETF October worth $96K as of Q2 2026.
  • AE Wealth Management sold 297 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $10.8K.
  • Innovator International Developed Power Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1926 holding.
  • AE Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's Innovator International Developed Power Buffer ETF October position peaked at $101K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.