CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

CAPTRUST Financial Advisors’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 		$2.75M Sell
78,435
-1,000
-1% -$35.6K ﹤0.01% 1047
2025
Q4 		$2.77M Sell
79,435
-7,590
-9% -$261K 0.01% 927
2025
Q3 		$2.97M Buy
87,025
+1,630
+2% +$54.3K 0.01% 842
2025
Q2 		$2.81M Buy
85,395
+10,400
+14% +$328K 0.01% 825
2025
Q1 		$2.3M Buy
74,995
+4,600
+7% +$140K 0.01% 846
2024
Q4 		$2.06M Sell
70,395
-1,843
-3% -$55K 0.01% 872
2024
Q3 		$2.22M Hold
72,238
– – 0.01% 817
2024
Q2 		$2.12M Sell
72,238
-436
-0.6% -$12.7K 0.01% 797
2024
Q1 		$2.1M Sell
72,674
-64
-0.1% -$1.8K 0.01% 780
2023
Q4 		$2.03M Buy
72,738
+1,723
+2% +$45.9K 0.01% 900
2023
Q3 		$1.86M Sell
71,015
-99
-0.1% -$2.6K 0.01% 890
2023
Q2 		$1.85M Sell
71,114
-98
-0.1% -$2.52K 0.01% 866
2023
Q1 		$1.8M Buy
+71,212
New +$1.77M 0.01% 784

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

CAPTRUST Financial Advisors's IOCT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 1.3% in Q1 2026, selling an estimated $35.6K and leaving 78,435 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

CAPTRUST Financial Advisors first reported a position in IOCT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.97M in Q3 2025. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • CAPTRUST Financial Advisors held 78,435 shares of Innovator International Developed Power Buffer ETF October worth $2.75M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,000 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $35.6K.
  • Innovator International Developed Power Buffer ETF October made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1047 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2023 and has held it in 13 quarters since.
  • CAPTRUST Financial Advisors's Innovator International Developed Power Buffer ETF October position peaked at $2.97M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.