CWA
AOCT

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

Continuum Wealth 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
Q1 		$715K Hold
27,024
– – 0.3% 34
2025
Q4 		$718K Sell
27,024
-4,019
-13% -$106K 0.28% 37
2025
Q3 		$815K Buy
+31,043
New +$806K 0.35% 27

Other funds holding AOCT

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Continuum Wealth Advisors's AOCT Position: Q1 2026 in Review

Continuum Wealth Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) position steady in Q1 2026 at 27,024 shares worth $715K. The position accounts for 0.3% of the portfolio, ranked #34.

Continuum Wealth Advisors first reported a position in AOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $815K in Q3 2025. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Continuum Wealth Advisors held 27,024 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $715K as of Q1 2026.
  • Continuum Wealth Advisors left its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.3% of Continuum Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Continuum Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q3 2025 and has held it in 3 quarters since.
  • Continuum Wealth Advisors's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $815K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

Based on Continuum Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.