HighTower Advisors’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

HighTower Advisors’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 Q2	$1.7M	Sell	61,561 -13,668	-18%	-$374K	﹤0.01%	1873
2026 Q1	$2.01M	Hold	75,229	–	–	﹤0.01%	1711
2025 Q4	$2.02M	Buy	75,229 +9,396	+14%	+$251K	﹤0.01%	1662
2025 Q3	$1.75M	Hold	65,833	–	–	﹤0.01%	1712
2025 Q2	$1.71M	Hold	65,833	–	–	﹤0.01%	1655
2025 Q1	$1.66M	Hold	65,833	–	–	﹤0.01%	1629
2024 Q4	$1.66M	Buy	+65,833	New	+$1.66M	﹤0.01%	1628

Other funds holding ZOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

HighTower Advisors's ZOCT Position: Q2 2026 in Review

HighTower Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 18% in Q2 2026, selling an estimated $374K and leaving 61,561 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

HighTower Advisors first reported a position in ZOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

HighTower Advisors held 61,561 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $1.7M as of Q2 2026.
HighTower Advisors sold 13,668 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $374K.
Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1873 holding.
HighTower Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 7 quarters since.
HighTower Advisors's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $2.02M in Q4 2025.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.