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 Q3	$1.02M	Buy	26,963 +6,264	+30%	+$236K	0.4%	46
2026 Q2	$766K	Hold	20,699	–	–	0.32%	50
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

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Long Island Wealth Management's IOCT Position: Q3 2026 in Review

Long Island Wealth Management increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 30% in Q3 2026, buying an estimated $236K and bringing the position to 26,963 shares worth $1.02M. The position accounts for 0.4% of the portfolio, ranked #46.

Long Island Wealth Management first reported a position in IOCT in Q4 2023 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold IOCT as of Q3 2026.

Long Island Wealth Management held 26,963 shares of Innovator International Developed Power Buffer ETF October worth $1.02M as of Q3 2026.
Long Island Wealth Management bought 6,264 Innovator International Developed Power Buffer ETF October shares in Q3 2026, an estimated $236K.
Innovator International Developed Power Buffer ETF October made up 0.4% of Long Island Wealth Management's portfolio in Q3 2026, its #46 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 10 quarters since.
39 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2026.

Based on Long Island Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.