DHJJ Financial Advisors’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

DHJJ Financial Advisors’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	$27.5K	Sell	995 -450	-31%	-$12.3K	0.01%	507
2026 Q1	$38.7K	Hold	1,445	–	–	0.01%	442
2025 Q4	$38.8K	Sell	1,445 -350	-19%	-$9.34K	0.01%	419
2025 Q3	$47.7K	Hold	1,795	–	–	0.02%	372
2025 Q2	$46.7K	Hold	1,795	–	–	0.02%	356
2025 Q1	$45.1K	Hold	1,795	–	–	0.02%	323
2024 Q4	$45.3K	Buy	+1,795	New	+$45.2K	0.02%	316

Other funds holding ZOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

DHJJ Financial Advisors's ZOCT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 31% in Q2 2026, selling an estimated $12.3K and leaving 995 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #507.

DHJJ Financial Advisors first reported a position in ZOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.7K in Q3 2025. 75 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

DHJJ Financial Advisors held 995 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $27.5K as of Q2 2026.
DHJJ Financial Advisors sold 450 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $12.3K.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #507 holding.
DHJJ Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 7 quarters since.
DHJJ Financial Advisors's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $47.7K in Q3 2025.
75 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.