SWM
AOCT

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

CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return