KFG Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

KFG Wealth Management’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
2026 Q2	$506K	Sell	18,493 -306	-2%	-$8.29K	0.06%	139
2026 Q1	$497K	Hold	18,799	–	–	0.06%	135
2025 Q4	$499K	Sell	18,799 -657	-3%	-$17.3K	0.07%	136
2025 Q3	$511K	Hold	19,456	–	–	0.07%	129
2025 Q2	$500K	Buy	19,456 +7,197	+59%	+$181K	0.08%	127
2025 Q1	$304K	Sell	12,259 -402	-3%	-$10.1K	0.06%	153
2024 Q4	$315K	Buy	+12,661	New	+$315K	0.06%	138

Other funds holding AOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

BCM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG Wealth Management's AOCT Position: Q2 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 1.6% in Q2 2026, selling an estimated $8.29K and leaving 18,493 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #139.

KFG Wealth Management first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q3 2025. 36 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

KFG Wealth Management held 18,493 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $506K as of Q2 2026.
KFG Wealth Management sold 306 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $8.29K.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.06% of KFG Wealth Management's portfolio in Q2 2026, its #139 holding.
KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
KFG Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $511K in Q3 2025.
36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.