SNWA
IOCT icon

Siligmueller & Norvid Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025
Q3 		– Sell
-20,433
Closed -$665K – 194
2025
Q2 		$665K Hold
20,433
– – 0.26% 59
2025
Q1 		$626K Sell
20,433
-1,304
-6% -$39.6K 0.26% 61
2024
Q4 		$637K Buy
+21,737
New +$649K 0.27% 60

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IOCT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q3 2025, closing a stake of 20,433 shares — an estimated $665K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in IOCT in Q4 2024 and held it in 3 quarters. The position peaked at $665K in Q2 2025. 75 funds tracked by Wall St. Rank hold IOCT as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 20,433 Innovator International Developed Power Buffer ETF October shares in Q3 2025, an estimated $665K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $665K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.