Continuum Wealth Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 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 Q3	$751K	Hold	27,024	–	–	0.24%	37
2026 Q2	$739K	Hold	27,024	–	–	0.25%	37
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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Continuum Wealth Advisors's AOCT Position: Q3 2026 in Review

Continuum Wealth Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) position steady in Q3 2026 at 27,024 shares worth $751K. The position accounts for 0.24% of the portfolio, ranked #37.

Continuum Wealth Advisors first reported a position in AOCT in Q3 2025 and has held it in 5 quarters since. The position peaked at $815K in Q3 2025. 9 funds tracked by Wall St. Rank hold AOCT as of Q3 2026.

Continuum Wealth Advisors held 27,024 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $751K as of Q3 2026.
Continuum Wealth Advisors left its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up 0.24% of Continuum Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Continuum Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q3 2025 and has held it in 5 quarters since.
Continuum Wealth Advisors's Innovator Equity Defined Protection ETF - 2 Yr to October 2028 position peaked at $815K in Q3 2025.
9 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q3 2026.

Based on Continuum Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.