SVWAG
ZOCT

Sound View Wealth Advisors Group’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Sound View Wealth Advisors Group’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,813
Closed -$298K – 432
2024
Q4 		$298K Buy
+11,813
New +$298K 0.02% 341

Other funds holding ZOCT

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sound View Wealth Advisors Group's ZOCT Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q1 2025, closing a stake of 11,813 shares — an estimated $298K sold.

Sound View Wealth Advisors Group first reported a position in ZOCT in Q4 2024 and held it in 1 quarter. The position peaked at $298K in Q4 2024. 50 funds tracked by Wall St. Rank hold ZOCT as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 11,813 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q1 2025, an estimated $298K.
  • Sound View Wealth Advisors Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $298K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.