TWP
AOCT

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

Triad Wealth Partners’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
2025
Q4 		– Sell
-26,050
Closed -$684K – 486
2025
Q3 		$684K Buy
26,050
+10,832
+71% +$281K 0.09% 159
2025
Q2 		$391K Buy
15,218
+6,865
+82% +$172K 0.08% 182
2025
Q1 		$207K Buy
+8,353
New +$209K 0.06% 206

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Triad Wealth Partners's AOCT Position: Q4 2025 in Review

Triad Wealth Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q4 2025, closing a stake of 26,050 shares — an estimated $684K sold.

Triad Wealth Partners first reported a position in AOCT in Q1 2025 and held it in 3 quarters. The position peaked at $684K in Q3 2025. 32 funds tracked by Wall St. Rank hold AOCT as of Q4 2025.

  • Triad Wealth Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 26,050 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q4 2025, an estimated $684K.
  • Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q1 2025 and held it in 3 quarters.
  • Triad Wealth Partners's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $684K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.