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Elmwood Wealth Management’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Elmwood Wealth Management’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38,829
Closed -$1.23M – 183
2025
Q4 		$1.23M Buy
+38,829
New +$1.21M 0.39% 70

Other funds holding EOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Elmwood Wealth Management's EOCT Position: Q1 2026 in Review

Elmwood Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q1 2026, closing a stake of 38,829 shares — an estimated $1.23M sold.

Elmwood Wealth Management first reported a position in EOCT in Q4 2025 and held it in 1 quarter. The position peaked at $1.23M in Q4 2025. 63 funds tracked by Wall St. Rank hold EOCT as of Q1 2026.

  • Elmwood Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 38,829 Innovator Emerging Markets Power Buffer ETF October shares in Q1 2026, an estimated $1.23M.
  • Elmwood Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator Emerging Markets Power Buffer ETF October position peaked at $1.23M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.