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Helium Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Helium 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
2025
Q1 		– Sell
-9,665
Closed -$283K – 106
2024
Q4 		$283K Buy
+9,665
New +$289K 0.22% 69

Other funds holding IOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Helium Advisors's IOCT Position: Q1 2025 in Review

Helium Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2025, closing a stake of 9,665 shares — an estimated $283K sold.

Helium Advisors first reported a position in IOCT in Q4 2024 and held it in 1 quarter. The position peaked at $283K in Q4 2024. 81 funds tracked by Wall St. Rank hold IOCT as of Q1 2025.

  • Helium Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Helium Advisors sold 9,665 Innovator International Developed Power Buffer ETF October shares in Q1 2025, an estimated $283K.
  • Helium Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • Helium Advisors's Innovator International Developed Power Buffer ETF October position peaked at $283K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2025.

Based on Helium Advisors's 13F filing for Q1 2025, filed 8 May 2025.