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

Cambridge Investment Research 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
2026 Q2	$546K	Sell	19,952 -500	-2%	-$13.5K	﹤0.01%	2878
2026 Q1	$541K	Sell	20,452 -5,022	-20%	-$134K	﹤0.01%	2725
2025 Q4	$677K	Sell	25,474 -3,898	-13%	-$103K	﹤0.01%	2443
2025 Q3	$771K	Buy	29,372 +1,377	+5%	+$35.8K	﹤0.01%	2273
2025 Q2	$720K	Buy	27,995 +205	+0.7%	+$5.15K	﹤0.01%	2220
2025 Q1	$690K	Sell	27,790 -1,563	-5%	-$39.1K	﹤0.01%	2165
2024 Q4	$730K	Buy	+29,353	New	+$730K	﹤0.01%	2115

Other funds holding AOCT

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors's AOCT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 2.4% in Q2 2026, selling an estimated $13.5K and leaving 19,952 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Cambridge Investment Research Advisors first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $771K in Q3 2025. 15 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Cambridge Investment Research Advisors held 19,952 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $546K as of Q2 2026.
Cambridge Investment Research Advisors sold 500 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $13.5K.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2878 holding.
Cambridge Investment Research Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
Cambridge Investment Research Advisors's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $771K in Q3 2025.
15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.