Comprehensive Financial Consultants Institutional’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Comprehensive Financial Consultants Institutional’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	$301K	Sell	11,016 -375	-3%	-$10.2K	0.08%	172
2026 Q1	$301K	Hold	11,391	–	–	0.09%	161
2025 Q4	$303K	Hold	11,391	–	–	0.09%	157
2025 Q3	$299K	Sell	11,391 -78	-0.7%	-$2.03K	0.09%	154
2025 Q2	$295K	Sell	11,469 -1,056	-8%	-$26.5K	0.1%	153
2025 Q1	$311K	Sell	12,525 -894	-7%	-$22.4K	0.11%	144
2024 Q4	$334K	Buy	+13,419	New	+$334K	0.12%	138

Other funds holding AOCT

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

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

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

Comprehensive Financial Consultants Institutional's AOCT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 3.3% in Q2 2026, selling an estimated $10.2K and leaving 11,016 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #172.

Comprehensive Financial Consultants Institutional first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q4 2024. 15 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Comprehensive Financial Consultants Institutional held 11,016 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $301K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 375 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $10.2K.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #172 holding.
Comprehensive Financial Consultants Institutional 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.
Comprehensive Financial Consultants Institutional's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $334K 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 Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.