SAI
ZOCT

Spectrum Advisors, Inc.’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Spectrum Advisors, Inc.’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 		$366K Buy
+13,700
New +$368K 0.29% 40

Other funds holding ZOCT

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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spectrum Advisors, Inc.'s ZOCT Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q1 2026: 13,700 shares worth $366K. The stake represents 0.29% of the portfolio and ranks #40 among its holdings.

76 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

  • Spectrum Advisors, Inc. held 13,700 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $366K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October was a new Spectrum Advisors, Inc. position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.29% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #40 holding.
  • 76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.