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
Q2 		$262K Sell
9,564
-220
-2% -$5.96K ﹤0.01% 5565
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $104B AUM 28.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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 $23.6B AUM 20.99% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's AOCT Position: Q2 2026 in Review

LPL Financial reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 2.2% in Q2 2026, selling an estimated $5.96K and leaving 9,564 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #5565.

LPL Financial first reported a position in AOCT in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

  • LPL Financial held 9,564 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $262K as of Q2 2026.
  • LPL Financial sold 220 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $5.96K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5565 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 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.