AF
AOCT

Allworth Financial’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Allworth Financial’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$685K Sell
25,880
-17,756
-41% -$473K ﹤0.01% 825
2025
Q4 		$1.16M Buy
+43,636
New +$1.15M ﹤0.01% 654

Other funds holding AOCT

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Allworth Financial's AOCT Position: Q1 2026 in Review

Allworth Financial reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 41% in Q1 2026, selling an estimated $473K and leaving 25,880 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Allworth Financial first reported a position in AOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Allworth Financial held 25,880 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $685K as of Q1 2026.
  • Allworth Financial sold 17,756 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q1 2026, an estimated $473K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #825 holding.
  • Allworth Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $1.16M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.