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Arete Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-8,325
Closed -$284K – 541
2025
Q3 		$284K Buy
8,325
+1,135
+16% +$37.8K 0.02% 623
2025
Q2 		$236K Sell
7,190
-15
-0.2% -$473 0.02% 638
2025
Q1 		$221K Hold
7,205
– – 0.02% 647
2024
Q4 		$211K Hold
7,205
– – 0.02% 682
2024
Q3 		$222K Hold
7,205
– – 0.02% 620
2024
Q2 		$211K Buy
+7,205
New +$209K 0.02% 645
2024
Q1 		– Sell
-7,205
Closed -$201K – 534
2023
Q4 		$201K Buy
+7,205
New +$192K 0.02% 679

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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return

Arete Wealth Advisors's IOCT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q4 2025, closing a stake of 8,325 shares — an estimated $284K sold.

Arete Wealth Advisors first reported a position in IOCT in Q4 2023 and held it in 7 quarters. The position peaked at $284K in Q3 2025. 104 funds tracked by Wall St. Rank hold IOCT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,325 Innovator International Developed Power Buffer ETF October shares in Q4 2025, an estimated $284K.
  • Arete Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and held it in 7 quarters.
  • Arete Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $284K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.