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Optima Capital’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Optima Capital’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
2025
Q2 		– Sell
-31,512
Closed -$966K – 159
2025
Q1 		$966K Buy
+31,512
New +$957K 0.62% 45

Other funds holding IOCT

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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Optima Capital's IOCT Position: Q2 2025 in Review

Optima Capital sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2025, closing a stake of 31,512 shares — an estimated $966K sold.

Optima Capital first reported a position in IOCT in Q1 2025 and held it in 1 quarter. The position peaked at $966K in Q1 2025. 74 funds tracked by Wall St. Rank hold IOCT as of Q2 2025.

  • Optima Capital reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Optima Capital sold 31,512 Innovator International Developed Power Buffer ETF October shares in Q2 2025, an estimated $966K.
  • Optima Capital first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2025 and held it in 1 quarter.
  • Optima Capital's Innovator International Developed Power Buffer ETF October position peaked at $966K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2025.

Based on Optima Capital's 13F filing for Q2 2025, filed 15 Jul 2025.