KWM
ZOCT

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

Kingsview Wealth Management’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
2025
Q1 		– Sell
-20,061
Closed -$507K – 1204
2024
Q4 		$507K Buy
+20,061
New +$506K 0.01% 733

Other funds holding ZOCT

NA
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PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingsview Wealth Management's ZOCT Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q1 2025, closing a stake of 20,061 shares — an estimated $507K sold.

Kingsview Wealth Management first reported a position in ZOCT in Q4 2024 and held it in 1 quarter. The position peaked at $507K in Q4 2024. 50 funds tracked by Wall St. Rank hold ZOCT as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,061 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q1 2025, an estimated $507K.
  • Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $507K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.