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Lantz Financial’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Lantz Financial’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-52,590
Closed -$1.83M – 248
2025
Q4 		$1.83M Buy
52,590
+3,186
+6% +$109K 0.39% 73
2025
Q3 		$1.69M Hold
49,404
– – 0.37% 79
2025
Q2 		$1.62M Sell
49,404
-18
-0% -$568 0.4% 76
2025
Q1 		$1.51M Sell
49,422
-12,231
-20% -$371K 0.41% 74
2024
Q4 		$1.81M Buy
61,653
+731
+1% +$21.8K 0.48% 61
2024
Q3 		$1.88M Sell
60,922
-828
-1% -$24.8K 0.51% 60
2024
Q2 		$1.81M Sell
61,750
-223
-0.4% -$6.48K 0.56% 54
2024
Q1 		$1.79M Sell
61,973
-504
-0.8% -$14.2K 0.58% 55
2023
Q4 		$1.75M Buy
62,477
+3,275
+6% +$87.3K 0.63% 47
2023
Q3 		$1.55M Sell
59,202
-285
-0.5% -$7.48K 0.62% 45
2023
Q2 		$1.55M Sell
59,487
-58
-0.1% -$1.49K 0.61% 50
2023
Q1 		$1.5M Sell
59,545
-509
-0.8% -$12.6K 0.62% 49
2022
Q4 		$1.43M Buy
60,054
+45,573
+315% +$1.05M 0.65% 46
2022
Q3 		$311K Buy
14,481
+3,398
+31% +$79K 0.16% 125
2022
Q2 		$257K Sell
11,083
-478
-4% -$11.3K 0.12% 137
2022
Q1 		$283K Buy
+11,561
New +$285K 0.12% 144

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Lantz Financial's IOCT Position: Q1 2026 in Review

Lantz Financial sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2026, closing a stake of 52,590 shares — an estimated $1.83M sold.

Lantz Financial first reported a position in IOCT in Q1 2022 and held it in 16 quarters. The position peaked at $1.88M in Q3 2024. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • Lantz Financial reported no remaining Innovator International Developed Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Lantz Financial sold 52,590 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $1.83M.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2022 and held it in 16 quarters.
  • Lantz Financial's Innovator International Developed Power Buffer ETF October position peaked at $1.88M in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.