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 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

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

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 7.9% in Q2 2026, buying an estimated $38.2K and bringing the position to 18,997 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #977.

Independent Financial Group first reported a position in ZOCT in Q4 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

Independent Financial Group held 18,997 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $525K as of Q2 2026.
Independent Financial Group bought 1,397 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $38.2K.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #977 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 7 quarters since.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

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