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 Q3	$1.15M	Buy	40,732 +1,776	+5%	+$49.5K	0.14%	115
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

Spectrum Advisors Plano, Texas $143M AUM

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Cypress Wealth Services's ZOCT Position: Q3 2026 in Review

Cypress Wealth Services increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 4.6% in Q3 2026, buying an estimated $49.5K and bringing the position to 40,732 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #115.

Cypress Wealth Services first reported a position in ZOCT in Q4 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold ZOCT as of Q3 2026.

Cypress Wealth Services held 40,732 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $1.15M as of Q3 2026.
Cypress Wealth Services bought 1,776 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q3 2026, an estimated $49.5K.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.14% of Cypress Wealth Services's portfolio in Q3 2026, its #115 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 8 quarters since.
54 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.