Caliber Wealth Management (Kansas)’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Caliber Wealth Management (Kansas)’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 Q3	$391K	Hold	10,340	–	–	0.04%	202
2026 Q2	$382K	Hold	10,340	–	–	0.04%	213
2026 Q1	$362K	Hold	10,340	–	–	0.04%	203
2025 Q4	$360K	Hold	10,340	–	–	0.04%	202
2025 Q3	$353K	Buy	+10,340	New	+$344K	0.04%	198

Other funds holding IOCT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IOCT Position: Q3 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q3 2026 at 10,340 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #202.

Caliber Wealth Management (Kansas) first reported a position in IOCT in Q3 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold IOCT as of Q3 2026.

Caliber Wealth Management (Kansas) held 10,340 shares of Innovator International Developed Power Buffer ETF October worth $391K as of Q3 2026.
Caliber Wealth Management (Kansas) left its Innovator International Developed Power Buffer ETF October share count unchanged in Q3 2026.
Innovator International Developed Power Buffer ETF October made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q3 2026, its #202 holding.
Caliber Wealth Management (Kansas) first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2026, filed 4 Nov 2026.