IA
ZOCT

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

IFG 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
2025
Q3 		– Sell
-13,950
Closed -$363K – 162
2025
Q2 		$363K Hold
13,950
– – 0.06% 112
2025
Q1 		$351K Hold
13,950
– – 0.07% 111
2024
Q4 		$352K Buy
+13,950
New +$352K 0.07% 105

Other funds holding ZOCT

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

IFG Advisors's ZOCT Position: Q3 2025 in Review

IFG Advisors sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q3 2025, closing a stake of 13,950 shares — an estimated $363K sold.

IFG Advisors first reported a position in ZOCT in Q4 2024 and held it in 3 quarters. The position peaked at $363K in Q2 2025. 53 funds tracked by Wall St. Rank hold ZOCT as of Q3 2025.

  • IFG Advisors reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q3 2025 after selling out during the quarter.
  • IFG Advisors sold 13,950 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q3 2025, an estimated $363K.
  • IFG Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 3 quarters.
  • IFG Advisors's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $363K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2025.

Based on IFG Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.