OPS
AOCT

Orion Portfolio Solutions’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$542K Buy
+21,838
New +$546K 0.01% 1381

Other funds holding AOCT

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's AOCT Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q1 2025: 21,838 shares worth $542K. The stake represents 0.01% of the portfolio and ranks #1381 among its holdings.

44 funds tracked by Wall St. Rank hold AOCT as of Q1 2025.

  • Orion Portfolio Solutions held 21,838 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $542K as of Q1 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1381 holding.
  • 44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.