LC
AOCT

Legacy CG’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Legacy CG’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
Q1 		$17.8M Buy
672,374
+14,170
+2% +$377K 4.94% 4
2025
Q4 		$17.5M Sell
658,204
-13,314
-2% -$351K 4.9% 4
2025
Q3 		$17.6M Buy
671,518
+3,507
+0.5% +$91.1K 4.97% 4
2025
Q2 		$17.2M Sell
668,011
-6,579
-1% -$165K 5.12% 4
2025
Q1 		$16.7M Buy
674,590
+5,696
+0.9% +$142K 5.41% 4
2024
Q4 		$16.6M Buy
+668,894
New +$16.6M 5.1% 3

Other funds holding AOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Legacy CG's AOCT Position: Q1 2026 in Review

Legacy CG increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 2.2% in Q1 2026, buying an estimated $377K and bringing the position to 672,374 shares worth $17.8M. The position accounts for 4.94% of the portfolio, ranked #4.

Legacy CG first reported a position in AOCT in Q4 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Legacy CG held 672,374 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $17.8M as of Q1 2026.
  • Legacy CG bought 14,170 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q1 2026, an estimated $377K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 4.94% of Legacy CG's portfolio in Q1 2026, its #4 holding.
  • Legacy CG first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.