CWS
ZOCT

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

Cypress Wealth Services’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 		$1.08M Sell
38,956
-3,685
-9% -$101K 0.13% 123
2026
Q1 		$1.14M Hold
42,641
– – 0.16% 102
2025
Q4 		$1.14M Buy
42,641
+3,760
+10% +$100K 0.16% 108
2025
Q3 		$1.03M Hold
38,881
– – 0.17% 100
2025
Q2 		$1.01M Hold
38,881
– – 0.18% 98
2025
Q1 		$978K Hold
38,881
– – 0.2% 89
2024
Q4 		$982K Buy
+38,881
New +$980K 0.2% 84

Other funds holding ZOCT

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cypress Wealth Services's ZOCT Position: Q2 2026 in Review

Cypress Wealth Services reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 8.6% in Q2 2026, selling an estimated $101K and leaving 38,956 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #123.

Cypress Wealth Services first reported a position in ZOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 13 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • Cypress Wealth Services held 38,956 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $1.08M as of Q2 2026.
  • Cypress Wealth Services sold 3,685 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $101K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #123 holding.
  • Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 7 quarters since.
  • Cypress Wealth Services's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $1.14M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.