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Cape Investment Advisory’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Cape Investment Advisory’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-800
Closed -$25.3K – 489
2025
Q4 		$25.3K Buy
+800
New +$25K 0.01% 565
2024
Q3 		– Sell
-500
Closed -$12.5K – 965
2024
Q2 		$12.5K Hold
500
– – 0.01% 487
2024
Q1 		$12K Hold
500
– – 0.01% 517
2023
Q4 		$11.8K Buy
+500
New +$11.4K 0.01% 628

Other funds holding EOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cape Investment Advisory's EOCT Position: Q1 2026 in Review

Cape Investment Advisory sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q1 2026, closing a stake of 800 shares — an estimated $25.3K sold.

Cape Investment Advisory first reported a position in EOCT in Q4 2023 and held it in 4 quarters. The position peaked at $25.3K in Q4 2025. 63 funds tracked by Wall St. Rank hold EOCT as of Q1 2026.

  • Cape Investment Advisory reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 800 Innovator Emerging Markets Power Buffer ETF October shares in Q1 2026, an estimated $25.3K.
  • Cape Investment Advisory first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Innovator Emerging Markets Power Buffer ETF October position peaked at $25.3K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.