KFG Wealth Management
AOCT icon

KFG Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 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
Q3 		$514K Hold
18,493
– – 0.06% 135
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Continuum Wealth Advisors
Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

KFG Wealth Management's AOCT Position: Q3 2026 in Review

KFG Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) position steady in Q3 2026 at 18,493 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #135.

KFG Wealth Management first reported a position in AOCT in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold AOCT as of Q3 2026.

  • KFG Wealth Management held 18,493 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $514K as of Q3 2026.
  • KFG Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up 0.06% of KFG Wealth Management's portfolio in Q3 2026, its #135 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q4 2024 and has held it in 8 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.