CIAS
IOCT icon

Capital Investment Advisory Services’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Capital Investment Advisory Services’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
Q1 		$213K Buy
6,067
+4,764
+366% +$169K 0.02% 608
2025
Q4 		$45.4K Buy
1,303
+150
+13% +$5.15K ﹤0.01% 840
2025
Q3 		$39.4K Hold
1,153
– – ﹤0.01% 812
2025
Q2 		$37.9K Hold
1,153
– – ﹤0.01% 790
2025
Q1 		$35.3K Buy
+1,153
New +$35K ﹤0.01% 751

Other funds holding IOCT

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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Capital Investment Advisory Services's IOCT Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 366% in Q1 2026, buying an estimated $169K and bringing the position to 6,067 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #608.

Capital Investment Advisory Services first reported a position in IOCT in Q1 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • Capital Investment Advisory Services held 6,067 shares of Innovator International Developed Power Buffer ETF October worth $213K as of Q1 2026.
  • Capital Investment Advisory Services bought 4,764 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $169K.
  • Innovator International Developed Power Buffer ETF October made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #608 holding.
  • Capital Investment Advisory Services first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.