UBS Group
AOCT

UBS Group’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

UBS Group’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
Q2 		– Sell
-1,861
Closed -$49.2K – 11271
2026
Q1 		$49.2K Sell
1,861
-1,773
-49% -$47.2K ﹤0.01% 7374
2025
Q4 		$96.6K Buy
+3,634
New +$95.8K ﹤0.01% 6929

Other funds holding AOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $104B AUM 28.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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 $23.6B AUM 20.99% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's AOCT Position: Q2 2026 in Review

UBS Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) in Q2 2026, closing a stake of 1,861 shares — an estimated $49.2K sold.

UBS Group first reported a position in AOCT in Q4 2025 and held it in 2 quarters. The position peaked at $96.6K in Q4 2025. 35 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

  • UBS Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,861 Innovator Equity Defined Protection ETF - 2 Yr to October 2026 shares in Q2 2026, an estimated $49.2K.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2025 and held it in 2 quarters.
  • UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $96.6K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.