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Next Financial Group’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Next Financial Group’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$5K Buy
+189
New +$4.78K ﹤0.01% 2422

Other funds holding IOCT

DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

Next Financial Group's IOCT Position: Q4 2021 in Review

Next Financial Group opened a new position in Innovator International Developed Power Buffer ETF October (IOCT) in Q4 2021: 189 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2422 among its holdings.

15 funds tracked by Wall St. Rank hold IOCT as of Q4 2021.

  • Next Financial Group held 189 shares of Innovator International Developed Power Buffer ETF October worth $5K as of Q4 2021.
  • Innovator International Developed Power Buffer ETF October was a new Next Financial Group position in Q4 2021.
  • Innovator International Developed Power Buffer ETF October made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2422 holding.
  • 15 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.