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Mattson Financial Services’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Mattson Financial Services’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,207
Closed -$112K – 215
2025
Q1 		$112K Buy
+4,207
New +$111K 0.03% 162

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GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
MW
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Mattson Financial Services's EOCT Position: Q2 2025 in Review

Mattson Financial Services sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q2 2025, closing a stake of 4,207 shares — an estimated $112K sold.

Mattson Financial Services first reported a position in EOCT in Q1 2025 and held it in 1 quarter. The position peaked at $112K in Q1 2025. 40 funds tracked by Wall St. Rank hold EOCT as of Q2 2025.

  • Mattson Financial Services reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 4,207 Innovator Emerging Markets Power Buffer ETF October shares in Q2 2025, an estimated $112K.
  • Mattson Financial Services first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's Innovator Emerging Markets Power Buffer ETF October position peaked at $112K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.