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Forvis Mazars Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Forvis Mazars Wealth Advisors’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
2025
Q1 		– Sell
-13,581
Closed -$352K – 402
2024
Q4 		$352K Sell
13,581
-10,050
-43% -$266K 0.01% 358
2024
Q3 		$635K Sell
23,631
-3,662
-13% -$92.6K 0.01% 282
2024
Q2 		$682K Sell
27,293
-6,620
-20% -$162K 0.02% 244
2024
Q1 		$817K Sell
33,913
-7,011
-17% -$165K 0.02% 233
2023
Q4 		$968K Sell
40,924
-9,163
-18% -$209K 0.03% 209
2023
Q3 		$1.12M Sell
50,087
-2,346
-4% -$55K 0.03% 194
2023
Q2 		$1.23M Sell
52,433
-789
-1% -$18.4K 0.04% 198
2023
Q1 		$1.23M Sell
53,222
-1,150
-2% -$26.5K 0.04% 185
2022
Q4 		$1.21M Buy
54,372
+570
+1% +$12.3K 0.04% 185
2022
Q3 		$1.12M Buy
53,802
+29,176
+118% +$665K 0.05% 184
2022
Q2 		$567K Buy
+24,626
New +$574K 0.02% 234

Other funds holding EOCT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EOCT Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q1 2025, closing a stake of 13,581 shares — an estimated $352K sold.

Forvis Mazars Wealth Advisors first reported a position in EOCT in Q2 2022 and held it in 11 quarters. The position peaked at $1.23M in Q1 2023. 44 funds tracked by Wall St. Rank hold EOCT as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 13,581 Innovator Emerging Markets Power Buffer ETF October shares in Q1 2025, an estimated $352K.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q2 2022 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Innovator Emerging Markets Power Buffer ETF October position peaked at $1.23M in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.