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

Cypress Financial 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 Q3	$419K	Sell	11,105 -71	-0.6%	-$2.68K	0.11%	66
2026 Q2	$413K	Sell	11,176 -362	-3%	-$13.2K	0.1%	70
2026 Q1	$404K	Hold	11,538	–	–	0.11%	69
2025 Q4	$404K	Sell	11,538 -71	-0.6%	-$2.44K	0.11%	72
2025 Q3	$397K	Sell	11,609 -44	-0.4%	-$1.46K	0.12%	55
2025 Q2	$383K	Buy	11,653 +77	+0.7%	+$2.43K	0.13%	55
2025 Q1	$355K	Sell	11,576 -728	-6%	-$22.1K	0.13%	55
2024 Q4	$361K	Hold	12,304	–	–	0.13%	50
2024 Q3	$379K	Buy	12,304 +755	+7%	+$22.6K	0.14%	49
2024 Q2	$338K	Hold	11,549	–	–	0.14%	53
2024 Q1	$334K	Buy	11,549 +2,000	+21%	+$56.4K	0.15%	48
2023 Q4	$264K	Buy	+9,549	New	+$254K	0.24%	28

Other funds holding IOCT

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Cypress Financial Planning's IOCT Position: Q3 2026 in Review

Cypress Financial Planning reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 0.64% in Q3 2026, selling an estimated $2.68K and leaving 11,105 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #66.

Cypress Financial Planning first reported a position in IOCT in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold IOCT as of Q3 2026.

Cypress Financial Planning held 11,105 shares of Innovator International Developed Power Buffer ETF October worth $419K as of Q3 2026.
Cypress Financial Planning sold 71 Innovator International Developed Power Buffer ETF October shares in Q3 2026, an estimated $2.68K.
Innovator International Developed Power Buffer ETF October made up 0.11% of Cypress Financial Planning's portfolio in Q3 2026, its #66 holding.
Cypress Financial Planning first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and has held it in 12 quarters since.
21 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.