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

Independent Wealth Network’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 Q1	–	Sell	-10,969	Closed	-$294K	–	348
2025 Q4	$294K	Sell	10,969 -159	-1%	-$4.25K	0.09%	208
2025 Q3	$296K	Sell	11,128 -591	-5%	-$15.5K	0.1%	209
2025 Q2	$305K	Buy	11,719 +206	+2%	+$5.24K	0.11%	192
2025 Q1	$290K	Sell	11,513 -257	-2%	-$6.52K	0.12%	185
2024 Q4	$297K	Buy	+11,770	New	+$297K	0.12%	174

Other funds holding ZOCT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Wealth Network's ZOCT Position: Q1 2026 in Review

Independent Wealth Network sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q1 2026, closing a stake of 10,969 shares — an estimated $294K sold.

Independent Wealth Network first reported a position in ZOCT in Q4 2024 and held it in 5 quarters. The position peaked at $305K in Q2 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

Independent Wealth Network reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 10,969 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q1 2026, an estimated $294K.
Independent Wealth Network first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 5 quarters.
Independent Wealth Network's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $305K in Q2 2025.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.