SWM
ZOCT

Spire Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Spire Wealth Management’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 		$66.8K Hold
2,420
– – ﹤0.01% 1090
2026
Q1 		$64.7K Hold
2,420
– – ﹤0.01% 1100
2025
Q4 		$64.9K Buy
+2,420
New +$64.6K ﹤0.01% 1105
2025
Q1 		– Sell
-1,562
Closed -$39.5K – 2597
2024
Q4 		$39.5K Buy
+1,562
New +$39.4K ﹤0.01% 1374

Other funds holding ZOCT

PI
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
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 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

Spire Wealth Management's ZOCT Position: Q2 2026 in Review

Spire Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q2 2026 at 2,420 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Spire Wealth Management first reported a position in ZOCT in Q4 2024 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • Spire Wealth Management held 2,420 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $66.8K as of Q2 2026.
  • Spire Wealth Management 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 ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1090 holding.
  • Spire Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.