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PlanVest Financial’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

PlanVest Financial’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
2026
Q2 		$19.7K Hold
533
– – 0.01% 338
2026
Q1 		$18.7K Buy
+533
New +$19K 0.01% 327

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PlanVest Financial's IOCT Position: Q2 2026 in Review

PlanVest Financial held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q2 2026 at 533 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #338.

PlanVest Financial first reported a position in IOCT in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • PlanVest Financial held 533 shares of Innovator International Developed Power Buffer ETF October worth $19.7K as of Q2 2026.
  • PlanVest Financial left its Innovator International Developed Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #338 holding.
  • PlanVest Financial first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

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