CW
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CreativeOne Wealth’s Innovator Premium Income 15 Buffer ETF October LOCT Stock Holding History

CreativeOne Wealth’s Portfolio LOCT Stock Details LOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$553K Sell
23,452
-1,407
-6% -$33.5K 0.01% 769
2025
Q4 		$593K Buy
24,859
+385
+2% +$9.18K 0.01% 735
2025
Q3 		$583K Buy
+24,474
New +$584K 0.01% 717

Other funds holding LOCT

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM

CreativeOne Wealth's LOCT Position: Q1 2026 in Review

CreativeOne Wealth reduced its Innovator Premium Income 15 Buffer ETF October (LOCT) stake by 5.7% in Q1 2026, selling an estimated $33.5K and leaving 23,452 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #769.

CreativeOne Wealth first reported a position in LOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $593K in Q4 2025. 14 funds tracked by Wall St. Rank hold LOCT as of Q1 2026.

  • CreativeOne Wealth held 23,452 shares of Innovator Premium Income 15 Buffer ETF October worth $553K as of Q1 2026.
  • CreativeOne Wealth sold 1,407 Innovator Premium Income 15 Buffer ETF October shares in Q1 2026, an estimated $33.5K.
  • Innovator Premium Income 15 Buffer ETF October made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #769 holding.
  • CreativeOne Wealth first reported a position in Innovator Premium Income 15 Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • CreativeOne Wealth's Innovator Premium Income 15 Buffer ETF October position peaked at $593K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 15 Buffer ETF October as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.