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

Independent Financial Group’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	$576K	Buy	20,492 +1,495	+8%	+$41.7K	0.01%	936
2026 Q2	$525K	Buy	18,997 +1,397	+8%	+$38.2K	0.01%	977
2026 Q1	$471K	Hold	17,600	–	–	0.01%	953
2025 Q4	$472K	Hold	17,600	–	–	0.01%	930
2025 Q3	$468K	Hold	17,600	–	–	0.01%	887
2025 Q2	$457K	Hold	17,600	–	–	0.01%	816
2025 Q1	$443K	Hold	17,600	–	–	0.02%	757
2024 Q4	$445K	Buy	+17,600	New	+$444K	0.01%	740

Other funds holding ZOCT

CNBT

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

LWA

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

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 7.9% in Q3 2026, buying an estimated $41.7K and bringing the position to 20,492 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #936.

Independent Financial Group first reported a position in ZOCT in Q4 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold ZOCT as of Q3 2026.

Independent Financial Group held 20,492 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $576K as of Q3 2026.
Independent Financial Group bought 1,495 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q3 2026, an estimated $41.7K.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #936 holding.
Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2026.

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