AWM
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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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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. 6 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.
  • 6 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.