CW
ZOCT

CreativeOne Wealth’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

CreativeOne Wealth’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,692
Closed -$473K – 1299
2026
Q1 		$473K Sell
17,692
-1,334
-7% -$35.9K 0.01% 825
2025
Q4 		$511K Buy
19,026
+3,081
+19% +$82.3K 0.01% 781
2025
Q3 		$424K Buy
+15,945
New +$419K 0.01% 826

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CreativeOne Wealth's ZOCT Position: Q2 2026 in Review

CreativeOne Wealth sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q2 2026, closing a stake of 17,692 shares — an estimated $473K sold.

CreativeOne Wealth first reported a position in ZOCT in Q3 2025 and held it in 3 quarters. The position peaked at $511K in Q4 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • CreativeOne Wealth reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 17,692 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $473K.
  • CreativeOne Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q3 2025 and held it in 3 quarters.
  • CreativeOne Wealth's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $511K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.