APW
AOCT

Atlantic Private Wealth’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Atlantic Private Wealth’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22,665
Closed -$563K – 257
2025
Q1 		$563K Buy
+22,665
New +$567K 0.42% 31

Other funds holding AOCT

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Atlantic Private Wealth's AOCT Position: Q2 2025 in Review

Atlantic Private Wealth sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q2 2025, closing a stake of 22,665 shares — an estimated $563K sold.

Atlantic Private Wealth first reported a position in AOCT in Q1 2025 and held it in 1 quarter. The position peaked at $563K in Q1 2025. 39 funds tracked by Wall St. Rank hold AOCT as of Q2 2025.

  • Atlantic Private Wealth reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q2 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 22,665 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2025, an estimated $563K.
  • Atlantic Private Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q1 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $563K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2025.

Based on Atlantic Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.