IAA
ZOCT

Independent Advisor Alliance’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Independent Advisor Alliance’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 		$326K Buy
+11,799
New +$323K 0.01% 811

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

Independent Advisor Alliance's ZOCT Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q2 2026: 11,799 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings.

74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • Independent Advisor Alliance held 11,799 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $326K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October was a new Independent Advisor Alliance position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #811 holding.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.