RRMM
TOCT

Regatta Research & Money Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Regatta Research & Money Management’s Portfolio TOCT Stock Details TOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
+47,026
New +$1.26M 1.2% 16

Other funds holding TOCT

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Regatta Research & Money Management's TOCT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) in Q2 2026: 47,026 shares worth $1.27M. The stake represents 1.2% of the portfolio and ranks #16 among its holdings.

16 funds tracked by Wall St. Rank hold TOCT as of Q2 2026.

  • Regatta Research & Money Management held 47,026 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $1.27M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 was a new Regatta Research & Money Management position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up 1.2% of Regatta Research & Money Management's portfolio in Q2 2026, its #16 holding.
  • 16 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.