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Forvis Mazars Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409K Sell
11,047
-1,292
-10% -$47K 0.01% 336
2026
Q1 		$432K Sell
12,339
-1,806
-13% -$64.2K 0.01% 301
2025
Q4 		$493K Hold
14,145
– – 0.01% 289
2025
Q3 		$483K Sell
14,145
-6,092
-30% -$203K 0.01% 290
2025
Q2 		$665K Sell
20,237
-1,872
-8% -$59.1K 0.01% 246
2025
Q1 		$678K Sell
22,109
-13,771
-38% -$418K 0.02% 240
2024
Q4 		$1.05M Sell
35,880
-27,262
-43% -$814K 0.02% 214
2024
Q3 		$1.94M Sell
63,142
-9,372
-13% -$281K 0.04% 167
2024
Q2 		$2.12M Sell
72,514
-18,133
-20% -$527K 0.05% 155
2024
Q1 		$2.62M Sell
90,647
-13,502
-13% -$381K 0.07% 137
2023
Q4 		$2.91M Sell
104,149
-15,506
-13% -$413K 0.08% 123
2023
Q3 		$3.14M Sell
119,655
-9,282
-7% -$244K 0.09% 110
2023
Q2 		$3.36M Sell
128,937
-2,590
-2% -$66.5K 0.1% 125
2023
Q1 		$3.32M Sell
131,527
-3,202
-2% -$79.4K 0.11% 110
2022
Q4 		$3.2M Buy
134,729
+368
+0.3% +$8.46K 0.11% 107
2022
Q3 		$2.89M Buy
134,361
+67,974
+102% +$1.58M 0.12% 109
2022
Q2 		$1.54M Buy
+66,387
New +$1.58M 0.06% 153

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $351M AUM 19.08% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IOCT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 10% in Q2 2026, selling an estimated $47K and leaving 11,047 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #336.

Forvis Mazars Wealth Advisors first reported a position in IOCT in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.36M in Q2 2023. 98 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 11,047 shares of Innovator International Developed Power Buffer ETF October worth $409K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 1,292 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $47K.
  • Innovator International Developed Power Buffer ETF October made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q2 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $3.36M in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.