Arista Wealth Management
LOCT icon

Arista Wealth Management’s Innovator Premium Income 15 Buffer ETF October LOCT Stock Holding History

Arista Wealth Management’s Portfolio LOCT Stock Details LOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,224
Closed -$382K – 284
2026
Q1 		$382K Hold
16,224
– – 0.05% 190
2025
Q4 		$387K Buy
+16,224
New +$387K 0.05% 163

Other funds holding LOCT

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Red Reef Advisors
Red Reef Advisors Boca Raton, Florida $108M AUM

Arista Wealth Management's LOCT Position: Q2 2026 in Review

Arista Wealth Management sold out of Innovator Premium Income 15 Buffer ETF October (LOCT) in Q2 2026, closing a stake of 16,224 shares — an estimated $382K sold.

Arista Wealth Management first reported a position in LOCT in Q4 2025 and held it in 2 quarters. The position peaked at $387K in Q4 2025. 14 funds tracked by Wall St. Rank hold LOCT as of Q2 2026.

  • Arista Wealth Management reported no remaining Innovator Premium Income 15 Buffer ETF October position as of Q2 2026 after selling out during the quarter.
  • Arista Wealth Management sold 16,224 Innovator Premium Income 15 Buffer ETF October shares in Q2 2026, an estimated $382K.
  • Arista Wealth Management first reported a position in Innovator Premium Income 15 Buffer ETF October in Q4 2025 and held it in 2 quarters.
  • Arista Wealth Management's Innovator Premium Income 15 Buffer ETF October position peaked at $387K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 15 Buffer ETF October as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.