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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
Q3 		$246K Hold
8,750
– – 0.02% 240
2026
Q2 		$242K Hold
8,750
– – 0.02% 246
2026
Q1 		$234K Hold
8,750
– – 0.02% 238
2025
Q4 		$235K Buy
+8,750
New +$234K 0.02% 236

Other funds holding ZOCT

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Galvin Gaustad & Stein's ZOCT Position: Q3 2026 in Review

Galvin Gaustad & Stein held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q3 2026 at 8,750 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #240.

Galvin Gaustad & Stein first reported a position in ZOCT in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold ZOCT as of Q3 2026.

  • Galvin Gaustad & Stein held 8,750 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $246K as of Q3 2026.
  • Galvin Gaustad & Stein left its Innovator Equity Defined Protection ETF - 1 Yr October share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #240 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 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.