AWM
ZOCT

Atticus Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-2,795
Closed -$72.7K – 674
2025
Q2 		$72.7K Hold
2,795
– – 0.02% 277
2025
Q1 		$70.3K Hold
2,795
– – 0.02% 196
2024
Q4 		$70.6K Buy
+2,795
New +$70.4K 0.02% 205

Other funds holding ZOCT

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 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 $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Atticus Wealth Management's ZOCT Position: Q3 2025 in Review

Atticus Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q3 2025, closing a stake of 2,795 shares — an estimated $72.7K sold.

Atticus Wealth Management first reported a position in ZOCT in Q4 2024 and held it in 3 quarters. The position peaked at $72.7K in Q2 2025. 53 funds tracked by Wall St. Rank hold ZOCT as of Q3 2025.

  • Atticus Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,795 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q3 2025, an estimated $72.7K.
  • Atticus Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 3 quarters.
  • Atticus Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $72.7K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.