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 Q3	$241K	Sell	8,562 -110	-1%	-$3.06K	﹤0.01%	1425
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

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

IFP Advisors's ZOCT Position: Q3 2026 in Review

IFP Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 1.3% in Q3 2026, selling an estimated $3.06K and leaving 8,562 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

IFP Advisors first reported a position in ZOCT in Q2 2025 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 36 funds tracked by Wall St. Rank hold ZOCT as of Q3 2026.

IFP Advisors held 8,562 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $241K as of Q3 2026.
IFP Advisors sold 110 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q3 2026, an estimated $3.06K.
Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1425 holding.
IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $254K in Q4 2025.
36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.