Independent Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 AOCT Stock Holding History

Independent Financial Group’s Portfolio AOCT Stock Details AOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$278K	Hold	10,000	–	–	0.01%	1311
2026 Q2	$274K	Hold	10,000	–	–	0.01%	1293
2026 Q1	$265K	Hold	10,000	–	–	0.01%	1224
2025 Q4	$266K	Hold	10,000	–	–	0.01%	1208
2025 Q3	$263K	Hold	10,000	–	–	0.01%	1149
2025 Q2	$257K	Hold	10,000	–	–	0.01%	1099
2025 Q1	$248K	Hold	10,000	–	–	0.01%	1015
2024 Q4	$249K	Buy	+10,000	New	+$249K	0.01%	975

Other funds holding AOCT

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's AOCT Position: Q3 2026 in Review

Independent Financial Group held its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) position steady in Q3 2026 at 10,000 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #1311.

Independent Financial Group first reported a position in AOCT in Q4 2024 and has held it in 8 quarters since. 4 funds tracked by Wall St. Rank hold AOCT as of Q3 2026.

Independent Financial Group held 10,000 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $278K as of Q3 2026.
Independent Financial Group left its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1311 holding.
Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q4 2024 and has held it in 8 quarters since.
4 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.