Southland Equity Partners’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Southland Equity Partners’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
2026 Q2	$548K	Hold	19,833	–	–	0.1%	157
2026 Q1	$530K	Hold	19,833	–	–	0.1%	141
2025 Q4	$532K	Hold	19,833	–	–	0.11%	137
2025 Q3	$527K	Hold	19,833	–	–	0.11%	134
2025 Q2	$516K	Hold	19,833	–	–	0.11%	125
2025 Q1	$499K	Hold	19,833	–	–	0.12%	124
2024 Q4	$501K	Buy	+19,833	New	+$500K	0.12%	121

Other funds holding ZOCT

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

BCM

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

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Southland Equity Partners's ZOCT Position: Q2 2026 in Review

Southland Equity Partners held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q2 2026 at 19,833 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #157.

Southland Equity Partners first reported a position in ZOCT in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

Southland Equity Partners held 19,833 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $548K as of Q2 2026.
Southland Equity Partners left its Innovator Equity Defined Protection ETF - 1 Yr October share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.1% of Southland Equity Partners's portfolio in Q2 2026, its #157 holding.
Southland Equity Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.