MTM Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

MTM Financial Group’s Portfolio AOCT Stock Details AOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Buy	17,860 +88	+0.5%	+$2.38K	0.21%	56
2026 Q1	$470K	Sell	17,772 -242	-1%	-$6.44K	0.22%	59
2025 Q4	$479K	Buy	18,014 +148	+0.8%	+$3.9K	0.23%	55
2025 Q3	$469K	Hold	17,866	–	–	0.23%	54
2025 Q2	$459K	Buy	17,866 +176	+1%	+$4.42K	0.25%	52
2025 Q1	$439K	Hold	17,690	–	–	0.26%	52
2024 Q4	$440K	Buy	+17,690	New	+$440K	0.26%	50

Other funds holding AOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTM Financial Group's AOCT Position: Q2 2026 in Review

MTM Financial Group increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 0.5% in Q2 2026, buying an estimated $2.38K and bringing the position to 17,860 shares worth $489K. The position accounts for 0.21% of the portfolio, ranked #56.

MTM Financial Group first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

MTM Financial Group held 17,860 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $489K as of Q2 2026.
MTM Financial Group bought 88 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $2.38K.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.21% of MTM Financial Group's portfolio in Q2 2026, its #56 holding.
MTM Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.