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PFG Private Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

PFG Private Wealth Management’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
-1,027
Closed -$31.5K – 144
2025
Q1 		$31.5K Buy
+1,027
New +$31.2K 0.02% 104

Other funds holding IOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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

PFG Private Wealth Management's IOCT Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2025, closing a stake of 1,027 shares — an estimated $31.5K sold.

PFG Private Wealth Management first reported a position in IOCT in Q1 2025 and held it in 1 quarter. The position peaked at $31.5K in Q1 2025. 74 funds tracked by Wall St. Rank hold IOCT as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,027 Innovator International Developed Power Buffer ETF October shares in Q2 2025, an estimated $31.5K.
  • PFG Private Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Innovator International Developed Power Buffer ETF October position peaked at $31.5K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.