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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
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

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BFG
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GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IOCT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q2 2026 at 10,340 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #213.

Caliber Wealth Management (Kansas) first reported a position in IOCT in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 10,340 shares of Innovator International Developed Power Buffer ETF October worth $382K as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Innovator International Developed Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #213 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 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.