GRP
AOCT icon

Global Retirement Partners’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 AOCT Stock Holding History

Global Retirement Partners’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.1K Buy
+1,321
New +$35.8K ﹤0.01% 2724
2025
Q4 		$37.1K Sell
1,396
-901
-39% -$23.7K ﹤0.01% 2530
2025
Q3 		$60.3K Buy
+2,297
New +$59.7K ﹤0.01% 1792

Other funds holding AOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Retirement Partners's AOCT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) in Q2 2026: 1,321 shares worth $36.1K. The stake represents ﹤0.01% of the portfolio and ranks #2724 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AOCT as recently as Q4 2025.

Global Retirement Partners first reported a position in AOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $60.3K in Q3 2025. 36 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

  • Global Retirement Partners held 1,321 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $36.1K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2028 was a new Global Retirement Partners position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2724 holding.
  • Global Retirement Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Innovator Equity Defined Protection ETF - 2 Yr to October 2028 position peaked at $60.3K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.