FHC
ZOCT

First Heartland Consultants’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

First Heartland Consultants’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 		$324K Buy
11,722
+2,492
+27% +$68.2K 0.02% 443
2026
Q1 		$247K Sell
9,230
-743
-7% -$20K 0.02% 462
2025
Q4 		$268K Buy
+9,973
New +$266K 0.02% 448

Other funds holding ZOCT

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First Heartland Consultants's ZOCT Position: Q2 2026 in Review

First Heartland Consultants increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 27% in Q2 2026, buying an estimated $68.2K and bringing the position to 11,722 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #443.

First Heartland Consultants first reported a position in ZOCT in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • First Heartland Consultants held 11,722 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $324K as of Q2 2026.
  • First Heartland Consultants bought 2,492 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $68.2K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #443 holding.
  • First Heartland Consultants first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.