Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Commonwealth Equity Services’s Portfolio AOCT Stock Details AOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81M	Sell	102,639 -1,509	-1%	-$40.9K	﹤0.01%	1827
2026 Q1	$2.76M	Sell	104,148 -601	-0.6%	-$16K	﹤0.01%	1755
2025 Q4	$2.78M	Sell	104,749 -1,751	-2%	-$46.2K	﹤0.01%	1739
2025 Q3	$2.8M	Sell	106,500 -5,769	-5%	-$150K	﹤0.01%	1758
2025 Q2	$2.89M	Sell	112,269 -285	-0.3%	-$7.15K	﹤0.01%	1720
2025 Q1	$2.79M	Sell	112,554 -89,666	-44%	-$2.24M	﹤0.01%	1679
2024 Q4	$5.03M	Buy	+202,220	New	+$5.03M	0.01%	1234

Other funds holding AOCT

BCM

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

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

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

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWS

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

Commonwealth Equity Services's AOCT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 1.4% in Q2 2026, selling an estimated $40.9K and leaving 102,639 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Commonwealth Equity Services first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.03M in Q4 2024. 15 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Commonwealth Equity Services held 102,639 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $2.81M as of Q2 2026.
Commonwealth Equity Services sold 1,509 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $40.9K.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1827 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $5.03M in Q4 2024.
15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.