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Tradition Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Tradition Wealth Management’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$517K Hold
14,753
– – 0.04% 284
2025
Q4 		$514K Sell
14,753
-552
-4% -$19K 0.04% 284
2025
Q3 		$523K Hold
15,305
– – 0.04% 281
2025
Q2 		$503K Sell
15,305
-38
-0.2% -$1.2K 0.04% 265
2025
Q1 		$470K Sell
15,343
-15
-0.1% -$455 0.04% 259
2024
Q4 		$450K Sell
15,358
-28
-0.2% -$836 0.04% 268
2024
Q3 		$474K Buy
15,386
+9
+0.1% +$270 0.04% 250
2024
Q2 		$450K Hold
15,377
– – 0.04% 248
2024
Q1 		$445K Sell
15,377
-158
-1% -$4.45K 0.05% 237
2023
Q4 		$434K Sell
15,535
-130
-0.8% -$3.46K 0.05% 217
2023
Q3 		$411K Sell
15,665
-13
-0.1% -$341 0.05% 208
2023
Q2 		$409K Sell
15,678
-126
-0.8% -$3.23K 0.05% 206
2023
Q1 		$399K Sell
15,804
-74
-0.5% -$1.83K 0.05% 209
2022
Q4 		$377K Buy
15,878
+1,801
+13% +$41.4K 0.05% 201
2022
Q3 		$303K Sell
14,077
-234
-2% -$5.44K 0.05% 203
2022
Q2 		$331K Sell
14,311
-157
-1% -$3.73K 0.05% 200
2022
Q1 		$354K Sell
14,468
-391
-3% -$9.64K 0.05% 228
2021
Q4 		$377K Buy
+14,859
New +$375K 0.05% 216

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Tradition Wealth Management held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q1 2026 at 14,753 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #284.

Tradition Wealth Management first reported a position in IOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $523K in Q3 2025. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • Tradition Wealth Management held 14,753 shares of Innovator International Developed Power Buffer ETF October worth $517K as of Q1 2026.
  • Tradition Wealth Management left its Innovator International Developed Power Buffer ETF October share count unchanged in Q1 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #284 holding.
  • Tradition Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • Tradition Wealth Management's Innovator International Developed Power Buffer ETF October position peaked at $523K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

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