Independent Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's AOCT Position: Q2 2026 in Review

Independent Financial Group held its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) position steady in Q2 2026 at 10,000 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1293.

Independent Financial Group first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Independent Financial Group held 10,000 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $274K as of Q2 2026.
Independent Financial Group left its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1293 holding.
Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.