AWM
TOCT

AE Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

AE Wealth Management’s Portfolio TOCT Stock Details TOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.6K Buy
+1,470
New +$39K ﹤0.01% 2021

Other funds holding TOCT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

AE Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) in Q1 2026: 1,470 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #2021 among its holdings.

18 funds tracked by Wall St. Rank hold TOCT as of Q1 2026.

  • AE Wealth Management held 1,470 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $38.6K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 was a new AE Wealth Management position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2021 holding.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q1 2026.

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