MML Investors Services
TOCT

MML Investors Services’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

MML Investors Services’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
Q1 		$673K Sell
25,617
-15,135
-37% -$401K ﹤0.01% 2029
2025
Q4 		$1.08M Buy
+40,752
New +$1.08M ﹤0.01% 1756

Other funds holding TOCT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

MML Investors Services's TOCT Position: Q1 2026 in Review

MML Investors Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) stake by 37% in Q1 2026, selling an estimated $401K and leaving 25,617 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

MML Investors Services first reported a position in TOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.08M in Q4 2025. 18 funds tracked by Wall St. Rank hold TOCT as of Q1 2026.

  • MML Investors Services held 25,617 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $673K as of Q1 2026.
  • MML Investors Services sold 15,135 Innovator Equity Defined Protection ETF - 2 Yr to October 2027 shares in Q1 2026, an estimated $401K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2029 holding.
  • MML Investors Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 in Q4 2025 and has held it in 2 quarters since.
  • MML Investors Services's Innovator Equity Defined Protection ETF - 2 Yr to October 2027 position peaked at $1.08M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.