Long Island Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Long Island Wealth Management’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	$726K	Buy	20,699 +2,300	+13%	+$81.8K	0.34%	50
2025 Q4	$641K	Buy	18,399 +899	+5%	+$30.9K	0.3%	51
2025 Q3	$598K	Sell	17,500 -36	-0.2%	-$1.2K	0.29%	55
2025 Q2	$576K	Sell	17,536 -4,045	-19%	-$128K	0.3%	54
2025 Q1	$661K	Buy	21,581 +7,181	+50%	+$218K	0.4%	48
2024 Q4	$422K	Hold	14,400	–	–	0.26%	55
2024 Q3	$443K	Buy	+14,400	New	+$431K	0.29%	52
2024 Q1	–	Sell	-4,920	Closed	-$137K	–	227
2023 Q4	$137K	Buy	+4,920	New	+$131K	0.1%	86

Other funds holding IOCT

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Long Island Wealth Management's IOCT Position: Q1 2026 in Review

Long Island Wealth Management increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 13% in Q1 2026, buying an estimated $81.8K and bringing the position to 20,699 shares worth $726K. The position accounts for 0.34% of the portfolio, ranked #50.

Long Island Wealth Management first reported a position in IOCT in Q4 2023 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

Long Island Wealth Management held 20,699 shares of Innovator International Developed Power Buffer ETF October worth $726K as of Q1 2026.
Long Island Wealth Management bought 2,300 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $81.8K.
Innovator International Developed Power Buffer ETF October made up 0.34% of Long Island Wealth Management's portfolio in Q1 2026, its #50 holding.
Long Island Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.