MW
ZOCT

Maia Wealth’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Maia Wealth’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
2025
Q2 		– Sell
-64,471
Closed -$1.61M – 341
2025
Q1 		$1.61M Buy
64,471
+56
+0.1% +$1.42K 0.37% 71
2024
Q4 		$1.64M Buy
+64,415
New +$1.62M 0.35% 68

Other funds holding ZOCT

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Maia Wealth's ZOCT Position: Q2 2025 in Review

Maia Wealth sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q2 2025, closing a stake of 64,471 shares — an estimated $1.61M sold.

Maia Wealth first reported a position in ZOCT in Q4 2024 and held it in 2 quarters. The position peaked at $1.64M in Q4 2024. 52 funds tracked by Wall St. Rank hold ZOCT as of Q2 2025.

  • Maia Wealth reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q2 2025 after selling out during the quarter.
  • Maia Wealth sold 64,471 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2025, an estimated $1.61M.
  • Maia Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 2 quarters.
  • Maia Wealth's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $1.64M in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2025.

Based on Maia Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.