ATPW
TOCT

Ashton Thomas Private Wealth’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Ashton Thomas Private Wealth’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 		$305K Buy
+11,605
New +$308K 0.01% 881

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

Ashton Thomas Private Wealth's TOCT Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) in Q1 2026: 11,605 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #881 among its holdings.

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

  • Ashton Thomas Private Wealth held 11,605 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $305K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 was a new Ashton Thomas Private Wealth position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #881 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 Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.