JWBC
AOCT

John W. Brooker & Co’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

John W. Brooker & Co’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
2025
Q2 		– Sell
-24,600
Closed -$611K – 83
2025
Q1 		$611K Hold
24,600
– – 0.25% 55
2024
Q4 		$612K Buy
+24,600
New +$612K 0.26% 56

Other funds holding AOCT

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

John W. Brooker & Co's AOCT Position: Q2 2025 in Review

John W. Brooker & Co sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q2 2025, closing a stake of 24,600 shares — an estimated $611K sold.

John W. Brooker & Co first reported a position in AOCT in Q4 2024 and held it in 2 quarters. The position peaked at $612K in Q4 2024. 39 funds tracked by Wall St. Rank hold AOCT as of Q2 2025.

  • John W. Brooker & Co reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 24,600 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2025, an estimated $611K.
  • John W. Brooker & Co first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and held it in 2 quarters.
  • John W. Brooker & Co's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $612K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.