Sound View Wealth Advisors Group
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Sound View Wealth Advisors Group’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Sound View Wealth Advisors Group’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
2026
Q3 		$330K Hold
8,729
– – 0.02% 343
2026
Q2 		$323K Hold
8,729
– – 0.02% 349
2026
Q1 		$306K Hold
8,729
– – 0.02% 338
2025
Q4 		$304K Buy
+8,729
New +$300K 0.02% 349

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Broussard Financial Group
Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Sound View Wealth Advisors Group's IOCT Position: Q3 2026 in Review

Sound View Wealth Advisors Group held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q3 2026 at 8,729 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #343.

Sound View Wealth Advisors Group first reported a position in IOCT in Q4 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold IOCT as of Q3 2026.

  • Sound View Wealth Advisors Group held 8,729 shares of Innovator International Developed Power Buffer ETF October worth $330K as of Q3 2026.
  • Sound View Wealth Advisors Group left its Innovator International Developed Power Buffer ETF October share count unchanged in Q3 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q3 2026, its #343 holding.
  • Sound View Wealth Advisors Group first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2026, filed 10 Nov 2026.