Capital Analysts LLC
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Capital Analysts LLC’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Capital Analysts LLC’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 		$94K Hold
2,532
– – ﹤0.01% 856
2026
Q1 		$89K Hold
2,532
– – ﹤0.01% 823
2025
Q4 		$88K Hold
2,532
– – ﹤0.01% 794
2025
Q3 		$87K Hold
2,532
– – ﹤0.01% 766
2025
Q2 		$83K Hold
2,532
– – ﹤0.01% 715
2025
Q1 		$78K Buy
2,532
+115
+5% +$3.49K ﹤0.01% 696
2024
Q4 		$71K Buy
2,417
+652
+37% +$19.5K ﹤0.01% 689
2024
Q3 		$54K Hold
1,765
– – ﹤0.01% 707
2024
Q2 		$52K Hold
1,765
– – ﹤0.01% 698
2024
Q1 		$51K Hold
1,765
– – ﹤0.01% 663
2023
Q4 		$49K Hold
1,765
– – ﹤0.01% 652
2023
Q3 		$46K Buy
1,765
+648
+58% +$17K ﹤0.01% 621
2023
Q2 		$29K Hold
1,117
– – ﹤0.01% 666
2023
Q1 		$28K Hold
1,117
– – ﹤0.01% 670
2022
Q4 		$27K Hold
1,117
– – ﹤0.01% 711
2022
Q3 		$24K Buy
+1,117
New +$26K ﹤0.01% 692

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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
AFP
Advus Financial Partners Winter Park, Florida $351M AUM 19.08% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Capital Analysts LLC's IOCT Position: Q2 2026 in Review

Capital Analysts LLC held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q2 2026 at 2,532 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Capital Analysts LLC first reported a position in IOCT in Q3 2022 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Capital Analysts LLC held 2,532 shares of Innovator International Developed Power Buffer ETF October worth $94K as of Q2 2026.
  • Capital Analysts LLC left its Innovator International Developed Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator International Developed Power Buffer ETF October made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #856 holding.
  • Capital Analysts LLC first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2022 and has held it in 16 quarters since.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.