BFS
ZOCT

BridgePort Financial Solutions’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

BridgePort Financial Solutions’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
2026
Q2 		$285K Sell
10,313
-50
-0.5% -$1.37K 0.07% 187
2026
Q1 		$277K Hold
10,363
– – 0.08% 189
2025
Q4 		$278K Buy
+10,363
New +$277K 0.07% 194

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BridgePort Financial Solutions's ZOCT Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 0.48% in Q2 2026, selling an estimated $1.37K and leaving 10,313 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #187.

BridgePort Financial Solutions first reported a position in ZOCT in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • BridgePort Financial Solutions held 10,313 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $285K as of Q2 2026.
  • BridgePort Financial Solutions sold 50 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $1.37K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.07% of BridgePort Financial Solutions's portfolio in Q2 2026, its #187 holding.
  • BridgePort Financial Solutions first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.