LPL Financial
AOCT

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

LPL Financial’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 		$259K Buy
9,784
+2,000
+26% +$53.2K ﹤0.01% 5303
2025
Q4 		$207K Sell
7,784
-16
-0.2% -$422 ﹤0.01% 5426
2025
Q3 		$205K Buy
+7,800
New +$203K ﹤0.01% 5337

Other funds holding AOCT

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
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 $296M AUM 24.77% 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

LPL Financial's AOCT Position: Q1 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 26% in Q1 2026, buying an estimated $53.2K and bringing the position to 9,784 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #5303.

LPL Financial first reported a position in AOCT in Q3 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • LPL Financial held 9,784 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $259K as of Q1 2026.
  • LPL Financial bought 2,000 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q1 2026, an estimated $53.2K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5303 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q3 2025 and has held it in 3 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.