DBRC
IOCT icon

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
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

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.B. Root & Company's IOCT Position: Q3 2024 in Review

D.B. Root & Company sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q3 2024, closing a stake of 10,280 shares — an estimated $301K sold.

D.B. Root & Company first reported a position in IOCT in Q4 2023 and held it in 3 quarters. The position peaked at $435K in Q4 2023. 54 funds tracked by Wall St. Rank hold IOCT as of Q3 2024.

  • D.B. Root & Company reported no remaining Innovator International Developed Power Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • D.B. Root & Company sold 10,280 Innovator International Developed Power Buffer ETF October shares in Q3 2024, an estimated $301K.
  • D.B. Root & Company first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and held it in 3 quarters.
  • D.B. Root & Company's Innovator International Developed Power Buffer ETF October position peaked at $435K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2024.

Based on D.B. Root & Company's 13F filing for Q3 2024, filed 31 Oct 2024.