U.S. Capital Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

U.S. Capital Wealth Advisors’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	–	Sell	-8,205	Closed	-$286K	–	1047
2025 Q4	$286K	Buy	+8,205	New	+$282K	0.01%	821
2025 Q1	–	Sell	-10,452	Closed	-$306K	–	872
2024 Q4	$306K	Buy	10,452 +386	+4%	+$11.5K	0.01%	677
2024 Q3	$310K	Sell	10,066 -445	-4%	-$13.3K	0.01%	577
2024 Q2	$308K	Sell	10,511 -110	-1%	-$3.2K	0.01%	563
2024 Q1	$307K	Sell	10,621 -2,613	-20%	-$73.6K	0.01%	564
2023 Q4	$370K	Sell	13,234 -1,875	-12%	-$50K	0.01%	512
2023 Q3	$397K	Sell	15,109 -8,918	-37%	-$234K	0.02%	469
2023 Q2	$627K	Sell	24,027 -1,619	-6%	-$41.6K	0.03%	401
2023 Q1	$647K	Buy	25,646 +4,216	+20%	+$105K	0.03%	387
2022 Q4	$509K	Buy	+21,430	New	+$493K	0.02%	446

Other funds holding IOCT

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's IOCT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2026, closing a stake of 8,205 shares — an estimated $286K sold.

U.S. Capital Wealth Advisors first reported a position in IOCT in Q4 2022 and held it in 10 quarters. The position peaked at $647K in Q1 2023. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,205 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $286K.
U.S. Capital Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2022 and held it in 10 quarters.
U.S. Capital Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $647K in Q1 2023.
99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.