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Atlantic Private Wealth’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Atlantic Private Wealth’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22,345
Closed -$783K – 308
2026
Q1 		$783K Hold
22,345
– – 0.51% 24
2025
Q4 		$779K Buy
+22,345
New +$768K 0.5% 25
2025
Q2 		– Sell
-14,818
Closed -$454K – 244
2025
Q1 		$454K Buy
14,818
+11,739
+381% +$356K 0.34% 38
2024
Q4 		$90.2K Buy
+3,079
New +$91.9K 0.07% 65

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Atlantic Private Wealth's IOCT Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2026, closing a stake of 22,345 shares — an estimated $783K sold.

Atlantic Private Wealth first reported a position in IOCT in Q4 2024 and held it in 4 quarters. The position peaked at $783K in Q1 2026. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Atlantic Private Wealth reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 22,345 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $783K.
  • Atlantic Private Wealth first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2024 and held it in 4 quarters.
  • Atlantic Private Wealth's Innovator International Developed Power Buffer ETF October position peaked at $783K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.