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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
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 $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Summit Wealth Partners's IOCT Position: Q1 2026 in Review

Summit Wealth Partners reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 26% in Q1 2026, selling an estimated $102K and leaving 8,285 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #221.

Summit Wealth Partners first reported a position in IOCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $434K in Q3 2024. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • Summit Wealth Partners held 8,285 shares of Innovator International Developed Power Buffer ETF October worth $290K as of Q1 2026.
  • Summit Wealth Partners sold 2,862 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $102K.
  • Innovator International Developed Power Buffer ETF October made up 0.05% of Summit Wealth Partners's portfolio in Q1 2026, its #221 holding.
  • Summit Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2024 and has held it in 7 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 Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.