Central Valley Advisors’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Central Valley Advisors’s Portfolio ZOCT Stock Details ZOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$684K	Sell	24,790 -676	-3%	-$18.5K	0.18%	93
2026 Q1	$681K	Buy	25,466 +1,875	+8%	+$50.4K	0.19%	82
2025 Q4	$633K	Hold	23,591	–	–	0.19%	89
2025 Q3	$627K	Buy	+23,591	New	+$620K	0.19%	86

Other funds holding ZOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Central Valley Advisors's ZOCT Position: Q2 2026 in Review

Central Valley Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 2.7% in Q2 2026, selling an estimated $18.5K and leaving 24,790 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #93.

Central Valley Advisors first reported a position in ZOCT in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

Central Valley Advisors held 24,790 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $684K as of Q2 2026.
Central Valley Advisors sold 676 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $18.5K.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.18% of Central Valley Advisors's portfolio in Q2 2026, its #93 holding.
Central Valley Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q3 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.