TWM
AOCT

Tradition Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Tradition Wealth Management’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
Q1 		$1.03M Sell
39,088
-417
-1% -$11.1K 0.07% 194
2025
Q4 		$1.05M Buy
39,505
+3,800
+11% +$100K 0.08% 188
2025
Q3 		$938K Hold
35,705
– – 0.07% 194
2025
Q2 		$918K Hold
35,705
– – 0.07% 187
2025
Q1 		$886K Sell
35,705
-107
-0.3% -$2.68K 0.08% 182
2024
Q4 		$890K Buy
+35,812
New +$891K 0.08% 182

Other funds holding AOCT

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Tradition Wealth Management's AOCT Position: Q1 2026 in Review

Tradition Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) stake by 1.1% in Q1 2026, selling an estimated $11.1K and leaving 39,088 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #194.

Tradition Wealth Management first reported a position in AOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Tradition Wealth Management held 39,088 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $1.03M as of Q1 2026.
  • Tradition Wealth Management sold 417 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q1 2026, an estimated $11.1K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.07% of Tradition Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 6 quarters since.
  • Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $1.05M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.