CPP
AOCT

Capasso Planning Partners’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Capasso Planning Partners’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
Q1 		$647K Sell
24,460
-6,278
-20% -$167K 0.35% 39
2025
Q4 		$817K Sell
30,738
-114
-0.4% -$3K 0.45% 28
2025
Q3 		$810K Sell
30,852
-5
-0% -$130 0.5% 30
2025
Q2 		$793K Sell
30,857
-595
-2% -$14.9K 0.45% 36
2025
Q1 		$781K Sell
31,452
-135
-0.4% -$3.38K 0.33% 51
2024
Q4 		$785K Buy
+31,587
New +$786K 0.31% 51

Other funds holding AOCT

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capasso Planning Partners's AOCT Position: Q1 2026 in Review

Capasso Planning Partners reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 20% in Q1 2026, selling an estimated $167K and leaving 24,460 shares worth $647K. The position accounts for 0.35% of the portfolio, ranked #39.

Capasso Planning Partners first reported a position in AOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $817K in Q4 2025. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Capasso Planning Partners held 24,460 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $647K as of Q1 2026.
  • Capasso Planning Partners sold 6,278 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q1 2026, an estimated $167K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.35% of Capasso Planning Partners's portfolio in Q1 2026, its #39 holding.
  • Capasso Planning Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 6 quarters since.
  • Capasso Planning Partners's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $817K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.