AI
TOCT

Atria Investments’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Atria Investments’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
Q2 		$205K Buy
+7,573
New +$204K ﹤0.01% 2057

Other funds holding TOCT

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Atria Investments's TOCT Position: Q2 2026 in Review

Atria Investments opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) in Q2 2026: 7,573 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings.

18 funds tracked by Wall St. Rank hold TOCT as of Q2 2026.

  • Atria Investments held 7,573 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $205K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 was a new Atria Investments position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2057 holding.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.