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Summit Wealth Partners’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Summit Wealth Partners’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 		$280K Sell
7,557
-728
-9% -$26.5K 0.04% 241
2026
Q1 		$290K Sell
8,285
-2,862
-26% -$102K 0.05% 221
2025
Q4 		$389K Hold
11,147
– – 0.07% 145
2025
Q3 		$381K Hold
11,147
– – 0.07% 156
2025
Q2 		$366K Sell
11,147
-356
-3% -$11.2K 0.07% 157
2025
Q1 		$353K Hold
11,503
– – 0.07% 159
2024
Q4 		$337K Sell
11,503
-2,589
-18% -$77.3K 0.07% 158
2024
Q3 		$434K Buy
+14,092
New +$422K 0.08% 151

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Summit Wealth Partners's IOCT Position: Q2 2026 in Review

Summit Wealth Partners reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 8.8% in Q2 2026, selling an estimated $26.5K and leaving 7,557 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #241.

Summit Wealth Partners first reported a position in IOCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $434K in Q3 2024. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Summit Wealth Partners held 7,557 shares of Innovator International Developed Power Buffer ETF October worth $280K as of Q2 2026.
  • Summit Wealth Partners sold 728 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $26.5K.
  • Innovator International Developed Power Buffer ETF October made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • Summit Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2024 and has held it in 8 quarters since.
  • Summit Wealth Partners's Innovator International Developed Power Buffer ETF October position peaked at $434K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.