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Triad Wealth Partners’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Triad Wealth Partners’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
Q2 		$1.63M Sell
43,402
-3,983
-8% -$145K 0.1% 144
2026
Q1 		$1.66M Buy
47,385
+8,161
+21% +$290K 0.13% 117
2025
Q4 		$1.37M Buy
39,224
+5,640
+17% +$194K 0.13% 125
2025
Q3 		$1.15M Buy
33,584
+14,174
+73% +$472K 0.15% 108
2025
Q2 		$638K Buy
19,410
+9,025
+87% +$285K 0.13% 123
2025
Q1 		$318K Buy
+10,385
New +$315K 0.1% 152

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Triad Wealth Partners's IOCT Position: Q2 2026 in Review

Triad Wealth Partners reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 8.4% in Q2 2026, selling an estimated $145K and leaving 43,402 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #144.

Triad Wealth Partners first reported a position in IOCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2026. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Triad Wealth Partners held 43,402 shares of Innovator International Developed Power Buffer ETF October worth $1.63M as of Q2 2026.
  • Triad Wealth Partners sold 3,983 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $145K.
  • Innovator International Developed Power Buffer ETF October made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Triad Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2025 and has held it in 6 quarters since.
  • Triad Wealth Partners's Innovator International Developed Power Buffer ETF October position peaked at $1.66M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.