GGS
ZOCT

Galvin Gaustad & Stein’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Galvin Gaustad & Stein’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 		$234K Hold
8,750
– – 0.02% 238
2025
Q4 		$235K Buy
+8,750
New +$234K 0.02% 236

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Galvin Gaustad & Stein's ZOCT Position: Q1 2026 in Review

Galvin Gaustad & Stein held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q1 2026 at 8,750 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #238.

Galvin Gaustad & Stein first reported a position in ZOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

  • Galvin Gaustad & Stein held 8,750 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $234K as of Q1 2026.
  • Galvin Gaustad & Stein left its Innovator Equity Defined Protection ETF - 1 Yr October share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #238 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2025 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $235K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.