PI
ZOCT

Pachira Investments’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Pachira Investments’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Buy
248,097
+2,761
+1% +$75.6K 2.58% 14
2026
Q1 		$6.56M Buy
245,336
+10,013
+4% +$269K 3.07% 14
2025
Q4 		$6.32M Buy
235,323
+11,426
+5% +$305K 3.07% 11
2025
Q3 		$5.95M Buy
223,897
+758
+0.3% +$19.9K 3.34% 12
2025
Q2 		$5.8M Buy
223,139
+8,618
+4% +$219K 4.38% 9
2025
Q1 		$5.39M Buy
214,521
+9,949
+5% +$252K 3.79% 13
2024
Q4 		$5.17M Buy
+204,572
New +$5.15M 3.17% 14

Other funds holding ZOCT

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Pachira Investments's ZOCT Position: Q2 2026 in Review

Pachira Investments increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 1.1% in Q2 2026, buying an estimated $75.6K and bringing the position to 248,097 shares worth $6.85M. The position accounts for 2.58% of the portfolio, ranked #14.

Pachira Investments first reported a position in ZOCT in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • Pachira Investments held 248,097 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $6.85M as of Q2 2026.
  • Pachira Investments bought 2,761 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $75.6K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 2.58% of Pachira Investments's portfolio in Q2 2026, its #14 holding.
  • Pachira Investments first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 7 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.