Envestnet Asset Management
ZOCT

Envestnet Asset Management’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Envestnet Asset Management’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 		$1.49M Buy
53,910
+1,170
+2% +$32K ﹤0.01% 3362
2026
Q1 		$1.41M Buy
52,740
+32,910
+166% +$885K ﹤0.01% 3260
2025
Q4 		$532K Buy
+19,830
New +$529K ﹤0.01% 3660

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Envestnet Asset Management's ZOCT Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 2.2% in Q2 2026, buying an estimated $32K and bringing the position to 53,910 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Envestnet Asset Management first reported a position in ZOCT in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • Envestnet Asset Management held 53,910 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $1.49M as of Q2 2026.
  • Envestnet Asset Management bought 1,170 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $32K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3362 holding.
  • Envestnet Asset Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.