SAG
ZOCT

SageView Advisory Group’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-4,517
Closed -$121K – 2552
2025
Q4 		$121K Buy
+4,517
New +$121K ﹤0.01% 766

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageView Advisory Group's ZOCT Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q1 2026, closing a stake of 4,517 shares — an estimated $121K sold.

SageView Advisory Group first reported a position in ZOCT in Q4 2025 and held it in 1 quarter. The position peaked at $121K in Q4 2025. 75 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,517 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q1 2026, an estimated $121K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $121K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.