TWM
ZOCT

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

TopTier Wealth Management’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
-1,047
Closed -$28K – 777
2026
Q1 		$28K Buy
+1,047
New +$28.2K 0.02% 275

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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

TopTier Wealth Management's ZOCT Position: Q2 2026 in Review

TopTier Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q2 2026, closing a stake of 1,047 shares — an estimated $28K sold.

TopTier Wealth Management first reported a position in ZOCT in Q1 2026 and held it in 1 quarter. The position peaked at $28K in Q1 2026. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 1,047 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $28K.
  • TopTier Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $28K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.