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
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 $71.6B AUM 21.08% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's ZOCT Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 166% in Q1 2026, buying an estimated $885K and bringing the position to 52,740 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

Envestnet Asset Management first reported a position in ZOCT in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

  • Envestnet Asset Management held 52,740 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $1.41M as of Q1 2026.
  • Envestnet Asset Management bought 32,910 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q1 2026, an estimated $885K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3260 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 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.