AI
AOCT

Atria Investments’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Atria Investments’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
Q3 		– Sell
-135,337
Closed -$3.48M – 2171
2025
Q2 		$3.48M Buy
135,337
+7,294
+6% +$183K 0.04% 518
2025
Q1 		$3.18M Buy
+128,043
New +$3.2M 0.04% 521

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Atria Investments's AOCT Position: Q3 2025 in Review

Atria Investments sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q3 2025, closing a stake of 135,337 shares — an estimated $3.48M sold.

Atria Investments first reported a position in AOCT in Q1 2025 and held it in 2 quarters. The position peaked at $3.48M in Q2 2025. 39 funds tracked by Wall St. Rank hold AOCT as of Q3 2025.

  • Atria Investments reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 135,337 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q3 2025, an estimated $3.48M.
  • Atria Investments first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q1 2025 and held it in 2 quarters.
  • Atria Investments's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $3.48M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.