Syntegra Private Wealth Group’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Syntegra Private Wealth Group’s Portfolio AOCT Stock Details AOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Hold	11,735	–	–	0.02%	158
2026 Q1	$310K	Hold	11,735	–	–	0.03%	150
2025 Q4	$312K	Hold	11,735	–	–	0.03%	150
2025 Q3	$308K	Hold	11,735	–	–	0.03%	147
2025 Q2	$302K	Hold	11,735	–	–	0.03%	149
2025 Q1	$291K	Hold	11,735	–	–	0.03%	133
2024 Q4	$292K	Buy	+11,735	New	+$292K	0.03%	125

Other funds holding AOCT

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Syntegra Private Wealth Group's AOCT Position: Q2 2026 in Review

Syntegra Private Wealth Group held its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) position steady in Q2 2026 at 11,735 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #158.

Syntegra Private Wealth Group first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Syntegra Private Wealth Group held 11,735 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $321K as of Q2 2026.
Syntegra Private Wealth Group left its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #158 holding.
Syntegra Private Wealth Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.