Summit Wealth Partners’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

Summit Wealth Partners’s Portfolio NOCT Stock Details NOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,094	Closed	-$223K	–	217
2025 Q2	$223K	Hold	4,094	–	–	0.04%	202
2025 Q1	$204K	Sell	4,094 -237	-5%	-$12.2K	0.04%	207
2024 Q4	$222K	Sell	4,331 -3,104	-42%	-$158K	0.05%	190
2024 Q3	$371K	Buy	+7,435	New	+$367K	0.07%	167

Other funds holding NOCT

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IMC

Investment Management Corporation Roanoke, Virginia $116M AUM 19.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth Partners's NOCT Position: Q3 2025 in Review

Summit Wealth Partners sold out of Innovator Growth-100 Power Buffer ETF October (NOCT) in Q3 2025, closing a stake of 4,094 shares — an estimated $223K sold.

Summit Wealth Partners first reported a position in NOCT in Q3 2024 and held it in 4 quarters. The position peaked at $371K in Q3 2024. 78 funds tracked by Wall St. Rank hold NOCT as of Q3 2025.

Summit Wealth Partners reported no remaining Innovator Growth-100 Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Summit Wealth Partners sold 4,094 Innovator Growth-100 Power Buffer ETF October shares in Q3 2025, an estimated $223K.
Summit Wealth Partners first reported a position in Innovator Growth-100 Power Buffer ETF October in Q3 2024 and held it in 4 quarters.
Summit Wealth Partners's Innovator Growth-100 Power Buffer ETF October position peaked at $371K in Q3 2024.
78 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q3 2025.

Based on Summit Wealth Partners's 13F filing for Q3 2025, filed 21 Oct 2025.