CIA
AOCT

Concurrent Investment Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Concurrent Investment Advisors’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 		$420K Buy
15,339
+2,915
+23% +$78.9K ﹤0.01% 1504
2026
Q1 		$329K Buy
+12,424
New +$331K ﹤0.01% 1436

Other funds holding AOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concurrent Investment Advisors's AOCT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 23% in Q2 2026, buying an estimated $78.9K and bringing the position to 15,339 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Concurrent Investment Advisors first reported a position in AOCT in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

  • Concurrent Investment Advisors held 15,339 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $420K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,915 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $78.9K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1504 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.