Avantax Advisory Services’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$786K	Sell	23,921 -2,256	-9%	-$71.2K	﹤0.01%	1307
2025 Q1	$802K	Sell	26,177 -2,424	-8%	-$73.6K	﹤0.01%	1202
2024 Q4	$838K	Buy	28,601 +7,451	+35%	+$222K	0.01%	1128
2024 Q3	$651K	Hold	21,150	–	–	﹤0.01%	1248
2024 Q2	$619K	Hold	21,150	–	–	﹤0.01%	1232
2024 Q1	$612K	Sell	21,150 -129	-0.6%	-$3.64K	0.01%	948
2023 Q4	$595K	Sell	21,279 -28,581	-57%	-$762K	0.01%	913
2023 Q3	$1.31M	Buy	49,860 +1,202	+2%	+$31.6K	0.01%	591
2023 Q2	$1.27M	Buy	48,658 +3,697	+8%	+$94.9K	0.01%	603
2023 Q1	$1.13M	Buy	44,961 +4,500	+11%	+$112K	0.01%	621
2022 Q4	$962K	Buy	40,461 +22,613	+127%	+$520K	0.01%	653
2022 Q3	$384K	Buy	17,848 +2,100	+13%	+$48.8K	0.01%	895
2022 Q2	$365K	Buy	15,748 +6,500	+70%	+$154K	0.01%	921
2022 Q1	$226K	Buy	+9,248	New	+$228K	﹤0.01%	1137

Other funds holding IOCT

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's IOCT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 8.6% in Q2 2025, selling an estimated $71.2K and leaving 23,921 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Avantax Advisory Services first reported a position in IOCT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q3 2023. 74 funds tracked by Wall St. Rank hold IOCT as of Q2 2025.

Avantax Advisory Services held 23,921 shares of Innovator International Developed Power Buffer ETF October worth $786K as of Q2 2025.
Avantax Advisory Services sold 2,256 Innovator International Developed Power Buffer ETF October shares in Q2 2025, an estimated $71.2K.
Innovator International Developed Power Buffer ETF October made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1307 holding.
Avantax Advisory Services first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's Innovator International Developed Power Buffer ETF October position peaked at $1.31M in Q3 2023.
74 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.