Blue Bell Private Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Blue Bell Private Wealth Management’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
2026 Q2	$75.8K	Hold	2,049	–	–	0.01%	382
2026 Q1	$71.8K	Hold	2,049	–	–	0.01%	378
2025 Q4	$71.4K	Hold	2,049	–	–	0.01%	371
2025 Q3	$70K	Hold	2,049	–	–	0.01%	359
2025 Q2	$67.4K	Hold	2,049	–	–	0.01%	355
2025 Q1	$62.8K	Hold	2,049	–	–	0.01%	350
2024 Q4	$60K	Hold	2,049	–	–	0.01%	340
2024 Q3	$63.1K	Hold	2,049	–	–	0.01%	331
2024 Q2	$60K	Hold	2,049	–	–	0.01%	332
2024 Q1	$59.3K	Hold	2,049	–	–	0.01%	327
2023 Q4	$57.2K	Hold	2,049	–	–	0.01%	304
2023 Q3	$53.8K	Sell	2,049 -4	-0.2%	-$105	0.01%	255
2023 Q2	$53.5K	Hold	2,053	–	–	0.01%	248
2023 Q1	$51.8K	Hold	2,053	–	–	0.02%	225
2022 Q4	$48.8K	Buy	+2,053	New	+$47.2K	0.02%	218

Other funds holding IOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AFPL

Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return

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

Blue Bell Private Wealth Management's IOCT Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q2 2026 at 2,049 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #382.

Blue Bell Private Wealth Management first reported a position in IOCT in Q4 2022 and has held it in 15 quarters since. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

Blue Bell Private Wealth Management held 2,049 shares of Innovator International Developed Power Buffer ETF October worth $75.8K as of Q2 2026.
Blue Bell Private Wealth Management left its Innovator International Developed Power Buffer ETF October share count unchanged in Q2 2026.
Innovator International Developed Power Buffer ETF October made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #382 holding.
Blue Bell Private Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.