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

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $351M AUM 19.08% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 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. 99 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.
99 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.