SWP
ZOCT

Summit Wealth Partners’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Summit Wealth Partners’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,523
Closed -$281K – 291
2026
Q1 		$281K Sell
10,523
-2,598
-20% -$69.9K 0.04% 223
2025
Q4 		$352K Sell
13,121
-2,623
-17% -$70K 0.07% 152
2025
Q3 		$418K Buy
+15,744
New +$414K 0.08% 149

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Summit Wealth Partners sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q2 2026, closing a stake of 10,523 shares — an estimated $281K sold.

Summit Wealth Partners first reported a position in ZOCT in Q3 2025 and held it in 3 quarters. The position peaked at $418K in Q3 2025. 40 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • Summit Wealth Partners reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Partners sold 10,523 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $281K.
  • Summit Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q3 2025 and held it in 3 quarters.
  • Summit Wealth Partners's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $418K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

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