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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
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% -$1.47K 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

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Financial Planning's IOCT Position: Q2 2026 in Review

Cypress Financial Planning reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 3.1% in Q2 2026, selling an estimated $13.2K and leaving 11,176 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #70.

Cypress Financial Planning first reported a position in IOCT in Q4 2023 and has held it in 11 quarters since. 9 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Cypress Financial Planning held 11,176 shares of Innovator International Developed Power Buffer ETF October worth $413K as of Q2 2026.
  • Cypress Financial Planning sold 362 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $13.2K.
  • Innovator International Developed Power Buffer ETF October made up 0.1% of Cypress Financial Planning's portfolio in Q2 2026, its #70 holding.
  • Cypress Financial Planning first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
  • 9 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.