Osaic Holdings
AOCT

Osaic Holdings’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Osaic Holdings’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
Q1 		$97.9K Buy
3,700
+3,200
+640% +$85.2K ﹤0.01% 4712
2025
Q4 		$13.3K Hold
500
– – ﹤0.01% 6152
2025
Q3 		$13.1K Sell
500
-100
-17% -$2.6K ﹤0.01% 6196
2025
Q2 		$15.4K Sell
600
-100
-14% -$2.51K ﹤0.01% 5891
2025
Q1 		$17.4K Buy
+700
New +$17.5K ﹤0.01% 5453

Other funds holding AOCT

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings's AOCT Position: Q1 2026 in Review

Osaic Holdings increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 640% in Q1 2026, buying an estimated $85.2K and bringing the position to 3,700 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4712.

Osaic Holdings first reported a position in AOCT in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Osaic Holdings held 3,700 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $97.9K as of Q1 2026.
  • Osaic Holdings bought 3,200 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q1 2026, an estimated $85.2K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4712 holding.
  • Osaic Holdings first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.