IA
ZOCT

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

IFP 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 		$239K Sell
8,672
-776
-8% -$21.2K ﹤0.01% 1411
2026
Q1 		$253K Hold
9,448
– – 0.01% 1267
2025
Q4 		$254K Buy
9,448
+5,298
+128% +$141K 0.01% 1249
2025
Q3 		$110K Buy
4,150
+200
+5% +$5.26K ﹤0.01% 1620
2025
Q2 		$103K Buy
+3,950
New +$100K ﹤0.01% 1623

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

IFP Advisors's ZOCT Position: Q2 2026 in Review

IFP Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 8.2% in Q2 2026, selling an estimated $21.2K and leaving 8,672 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

IFP Advisors first reported a position in ZOCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • IFP Advisors held 8,672 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $239K as of Q2 2026.
  • IFP Advisors sold 776 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $21.2K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1411 holding.
  • IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $254K 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.