Selby Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Selby Wealth Management’s Portfolio AOCT Stock Details AOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24,600	Closed	-$651K	–	85
2026 Q1	$651K	Hold	24,600	–	–	0.26%	63
2025 Q4	$654K	Buy	+24,600	New	+$648K	0.26%	61

Other funds holding AOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Selby Wealth Management's AOCT Position: Q2 2026 in Review

Selby Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q2 2026, closing a stake of 24,600 shares — an estimated $651K sold.

Selby Wealth Management first reported a position in AOCT in Q4 2025 and held it in 2 quarters. The position peaked at $654K in Q4 2025. 35 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Selby Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q2 2026 after selling out during the quarter.
Selby Wealth Management sold 24,600 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $651K.
Selby Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2025 and held it in 2 quarters.
Selby Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $654K in Q4 2025.
35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.