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Straight Path Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Straight Path Wealth Management’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
Q2 		$216K Buy
+5,849
New +$213K 0.05% 130

Other funds holding IOCT

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BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Straight Path Wealth Management's IOCT Position: Q2 2026 in Review

Straight Path Wealth Management opened a new position in Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2026: 5,849 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings.

97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Straight Path Wealth Management held 5,849 shares of Innovator International Developed Power Buffer ETF October worth $216K as of Q2 2026.
  • Innovator International Developed Power Buffer ETF October was a new Straight Path Wealth Management position in Q2 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #130 holding.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.