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Steward Partners Investment Advisory’s Innovator Premium Income 15 Buffer ETF October LOCT Stock Holding History

Steward Partners Investment Advisory’s Portfolio LOCT Stock Details LOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$162K Sell
6,869
-4,168
-38% -$99.3K ﹤0.01% 2128
2025
Q4 		$263K Hold
11,037
– – ﹤0.01% 1780
2025
Q3 		$263K Hold
11,037
– – ﹤0.01% 1728
2025
Q2 		$263K Hold
11,037
– – ﹤0.01% 1619
2025
Q1 		$261K Hold
11,037
– – ﹤0.01% 1518
2024
Q4 		$263K Sell
11,037
-4,192
-28% -$99.9K ﹤0.01% 1477
2024
Q3 		$362K Buy
15,229
+1,046
+7% +$25K ﹤0.01% 1252
2024
Q2 		$339K Hold
14,183
– – ﹤0.01% 1231
2024
Q1 		$340K Sell
14,183
-503
-3% -$12.1K ﹤0.01% 1212
2023
Q4 		$354K Buy
+14,686
New +$352K ﹤0.01% 1143

Other funds holding LOCT

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM

Steward Partners Investment Advisory's LOCT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator Premium Income 15 Buffer ETF October (LOCT) stake by 38% in Q1 2026, selling an estimated $99.3K and leaving 6,869 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Steward Partners Investment Advisory first reported a position in LOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $362K in Q3 2024. 14 funds tracked by Wall St. Rank hold LOCT as of Q1 2026.

  • Steward Partners Investment Advisory held 6,869 shares of Innovator Premium Income 15 Buffer ETF October worth $162K as of Q1 2026.
  • Steward Partners Investment Advisory sold 4,168 Innovator Premium Income 15 Buffer ETF October shares in Q1 2026, an estimated $99.3K.
  • Innovator Premium Income 15 Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2128 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Premium Income 15 Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Innovator Premium Income 15 Buffer ETF October position peaked at $362K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 15 Buffer ETF October as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.