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AssuredPartners Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

AssuredPartners Investment Advisors’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Hold
10,385
– – 0.03% 343
2026
Q1 		$279K Hold
10,385
– – 0.03% 334
2025
Q4 		$279K Buy
+10,385
New +$277K 0.04% 286

Other funds holding ZOCT

Commonwealth Equity Services
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PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AssuredPartners Investment Advisors's ZOCT Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q2 2026 at 10,385 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #343.

AssuredPartners Investment Advisors first reported a position in ZOCT in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • AssuredPartners Investment Advisors held 10,385 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $287K as of Q2 2026.
  • AssuredPartners Investment Advisors left its Innovator Equity Defined Protection ETF - 1 Yr October share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.