Creative Planning
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Creative Planning’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Creative Planning’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.97M Buy
+227,278
New +$8.09M 0.01% 844
2023
Q4 		– Sell
-880
Closed -$23.1K – 2921
2023
Q3 		$23.1K Buy
+880
New +$23.1K ﹤0.01% 2579

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Creative Planning's IOCT Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2026: 227,278 shares worth $7.97M. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Creative Planning previously reported a position in IOCT as recently as Q3 2023.

Creative Planning first reported a position in IOCT in Q3 2023 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • Creative Planning held 227,278 shares of Innovator International Developed Power Buffer ETF October worth $7.97M as of Q1 2026.
  • Innovator International Developed Power Buffer ETF October was a new Creative Planning position in Q1 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.01% of Creative Planning's portfolio in Q1 2026, its #844 holding.
  • Creative Planning first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2023 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.