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D.B. Root & Company’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

D.B. Root & Company’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 		$206K Buy
+5,557
New +$202K 0.04% 202
2024
Q3 		– Sell
-10,280
Closed -$301K – 193
2024
Q2 		$301K Sell
10,280
-1,404
-12% -$40.8K 0.1% 158
2024
Q1 		$338K Sell
11,684
-3,893
-25% -$110K 0.11% 144
2023
Q4 		$435K Buy
+15,577
New +$415K 0.16% 120

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

D.B. Root & Company's IOCT Position: Q2 2026 in Review

D.B. Root & Company opened a new position in Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2026: 5,557 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #202 among its holdings. This is a return to the name: D.B. Root & Company previously reported a position in IOCT as recently as Q2 2024.

D.B. Root & Company first reported a position in IOCT in Q4 2023 and has held it in 4 quarters since. The position peaked at $435K in Q4 2023. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • D.B. Root & Company held 5,557 shares of Innovator International Developed Power Buffer ETF October worth $206K as of Q2 2026.
  • Innovator International Developed Power Buffer ETF October was a new D.B. Root & Company position in Q2 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.04% of D.B. Root & Company's portfolio in Q2 2026, its #202 holding.
  • D.B. Root & Company first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and has held it in 4 quarters since.
  • D.B. Root & Company's Innovator International Developed Power Buffer ETF October position peaked at $435K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.