LPL Financial’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 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 Q3	$505K	Buy	18,167 +8,603	+90%	+$237K	﹤0.01%	5095
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

LPL Financial's AOCT Position: Q3 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) stake by 90% in Q3 2026, buying an estimated $237K and bringing the position to 18,167 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #5095.

LPL Financial first reported a position in AOCT in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold AOCT as of Q3 2026.

LPL Financial held 18,167 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $505K as of Q3 2026.
LPL Financial bought 8,603 Innovator Equity Defined Protection ETF - 2 Yr to October 2028 shares in Q3 2026, an estimated $237K.
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5095 holding.
LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q3 2025 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.