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Schulz Wealth’s Innovator Premium Income 15 Buffer ETF October LOCT Stock Holding History

Schulz Wealth’s Portfolio LOCT Stock Details LOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$707K Hold
29,500
– – 0.45% 33
2025
Q3 		$702K Hold
29,500
– – 0.46% 31
2025
Q2 		$703K Hold
29,500
– – 0.53% 28
2025
Q1 		$698K Hold
29,500
– – 0.53% 30
2024
Q4 		$702K Hold
29,500
– – 0.54% 27
2024
Q3 		$702K Hold
29,500
– – 0.54% 27
2024
Q2 		$705K Hold
29,500
– – 0.6% 25
2024
Q1 		$707K Hold
29,500
– – 0.6% 24
2023
Q4 		$710K Buy
+29,500
New +$707K 0.68% 26

Other funds holding LOCT

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Schulz Wealth's LOCT Position: Q4 2025 in Review

Schulz Wealth held its Innovator Premium Income 15 Buffer ETF October (LOCT) position steady in Q4 2025 at 29,500 shares worth $707K. The position accounts for 0.45% of the portfolio, ranked #33.

Schulz Wealth first reported a position in LOCT in Q4 2023 and has held it in 9 quarters since. The position peaked at $710K in Q4 2023. 16 funds tracked by Wall St. Rank hold LOCT as of Q4 2025.

  • Schulz Wealth held 29,500 shares of Innovator Premium Income 15 Buffer ETF October worth $707K as of Q4 2025.
  • Schulz Wealth left its Innovator Premium Income 15 Buffer ETF October share count unchanged in Q4 2025.
  • Innovator Premium Income 15 Buffer ETF October made up 0.45% of Schulz Wealth's portfolio in Q4 2025, its #33 holding.
  • Schulz Wealth first reported a position in Innovator Premium Income 15 Buffer ETF October in Q4 2023 and has held it in 9 quarters since.
  • Schulz Wealth's Innovator Premium Income 15 Buffer ETF October position peaked at $710K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Innovator Premium Income 15 Buffer ETF October as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.