Cetera Advisor Networks’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$569K	Sell	19,687 -923	-4%	-$26K	﹤0.01%	1843
2023 Q4	$576K	Buy	20,610 +9,819	+91%	+$262K	﹤0.01%	1761
2023 Q3	$283K	Sell	10,791 -6,536	-38%	-$172K	﹤0.01%	2186
2023 Q2	$452K	Sell	17,327 -1,129	-6%	-$29K	﹤0.01%	1783
2023 Q1	$466K	Hold	18,456	–	–	﹤0.01%	1742
2022 Q4	$439K	Buy	18,456 +724	+4%	+$16.6K	﹤0.01%	1736
2022 Q3	$381K	Sell	17,732 -800	-4%	-$18.6K	﹤0.01%	1462
2022 Q2	$429K	Hold	18,532	–	–	0.01%	1377
2022 Q1	$453K	Hold	18,532	–	–	0.01%	1352
2021 Q4	$470K	Buy	+18,532	New	+$468K	0.01%	1320

Other funds holding IOCT

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Cetera Advisor Networks's IOCT Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 4.5% in Q1 2024, selling an estimated $26K and leaving 19,687 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Cetera Advisor Networks first reported a position in IOCT in Q4 2021 and has held it in 10 quarters since. The position peaked at $576K in Q4 2023. 56 funds tracked by Wall St. Rank hold IOCT as of Q1 2024.

Cetera Advisor Networks held 19,687 shares of Innovator International Developed Power Buffer ETF October worth $569K as of Q1 2024.
Cetera Advisor Networks sold 923 Innovator International Developed Power Buffer ETF October shares in Q1 2024, an estimated $26K.
Innovator International Developed Power Buffer ETF October made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1843 holding.
Cetera Advisor Networks first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and has held it in 10 quarters since.
Cetera Advisor Networks's Innovator International Developed Power Buffer ETF October position peaked at $576K in Q4 2023.
56 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.