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PlanVest Financial’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

PlanVest Financial’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4K Sell
567
-3
-0.5% -$101 0.01% 341
2026
Q1 		$18.2K Buy
+570
New +$18.5K 0.01% 329

Other funds holding EOCT

BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

PlanVest Financial's EOCT Position: Q2 2026 in Review

PlanVest Financial reduced its Innovator Emerging Markets Power Buffer ETF October (EOCT) stake by 0.53% in Q2 2026, selling an estimated $101 and leaving 567 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #341.

PlanVest Financial first reported a position in EOCT in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold EOCT as of Q2 2026.

  • PlanVest Financial held 567 shares of Innovator Emerging Markets Power Buffer ETF October worth $19.4K as of Q2 2026.
  • PlanVest Financial sold 3 Innovator Emerging Markets Power Buffer ETF October shares in Q2 2026, an estimated $101.
  • Innovator Emerging Markets Power Buffer ETF October made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #341 holding.
  • PlanVest Financial first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.