BA
AOCT

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

Bellwether Advisors’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
-2,500
Closed -$64.3K – 601
2025
Q2 		$64.3K Sell
2,500
-4,038
-62% -$101K 0.01% 201
2025
Q1 		$162K Hold
6,538
– – 0.03% 139
2024
Q4 		$163K Buy
+6,538
New +$163K 0.03% 148

Other funds holding AOCT

LC
Legacy CG Plano, Texas $360M AUM 17.55% 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
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 $4.23B AUM 20.9% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Bellwether Advisors's AOCT Position: Q3 2025 in Review

Bellwether Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q3 2025, closing a stake of 2,500 shares — an estimated $64.3K sold.

Bellwether Advisors first reported a position in AOCT in Q4 2024 and held it in 3 quarters. The position peaked at $163K in Q4 2024. 39 funds tracked by Wall St. Rank hold AOCT as of Q3 2025.

  • Bellwether Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 2,500 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q3 2025, an estimated $64.3K.
  • Bellwether Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $163K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.