LPL Financial
ZOCT

LPL Financial’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

LPL Financial’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Sell
15,155
-6,134
-29% -$168K ﹤0.01% 5176
2026
Q1 		$569K Hold
21,289
– – ﹤0.01% 4645
2025
Q4 		$571K Buy
21,289
+2,165
+11% +$57.8K ﹤0.01% 4595
2025
Q3 		$508K Buy
19,124
+6,500
+51% +$171K ﹤0.01% 4606
2025
Q2 		$328K Buy
+12,624
New +$321K ﹤0.01% 4711

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

LPL Financial's ZOCT Position: Q2 2026 in Review

LPL Financial reduced its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 29% in Q2 2026, selling an estimated $168K and leaving 15,155 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #5176.

LPL Financial first reported a position in ZOCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $571K in Q4 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • LPL Financial held 15,155 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $418K as of Q2 2026.
  • LPL Financial sold 6,134 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $168K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5176 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $571K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

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