GRP
AOCT

Global Retirement Partners’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 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
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

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's AOCT Position: Q4 2025 in Review

Global Retirement Partners reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 39% in Q4 2025, selling an estimated $23.7K and leaving 1,396 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Global Retirement Partners first reported a position in AOCT in Q3 2025 and has held it in 2 quarters since. The position peaked at $60.3K in Q3 2025. 32 funds tracked by Wall St. Rank hold AOCT as of Q4 2025.

  • Global Retirement Partners held 1,396 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $37.1K as of Q4 2025.
  • Global Retirement Partners sold 901 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q4 2025, an estimated $23.7K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2530 holding.
  • Global Retirement Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $60.3K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.