Cambridge Investment Research Advisors
ZOCT

Cambridge Investment Research Advisors’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$602K Sell
22,508
-5,382
-19% -$145K ﹤0.01% 2637
2025
Q4 		$748K Buy
27,890
+6,409
+30% +$171K ﹤0.01% 2358
2025
Q3 		$571K Buy
21,481
+94
+0.4% +$2.47K ﹤0.01% 2545
2025
Q2 		$556K Sell
21,387
-25,388
-54% -$645K ﹤0.01% 2440
2025
Q1 		$1.18M Sell
46,775
-178,251
-79% -$4.52M ﹤0.01% 1733
2024
Q4 		$5.68M Buy
+225,026
New +$5.67M 0.02% 731

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $214M AUM 19.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return