UBS Group
ZOCT

UBS Group’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

UBS Group’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.9K Buy
593
+157
+36% +$4.22K ﹤0.01% 8096
2025
Q4 		$11.7K Buy
+436
New +$11.6K ﹤0.01% 8150
2025
Q3 		– Sell
-5,873
Closed -$153K – 11188
2025
Q2 		$153K Buy
5,873
+5,853
+29,265% +$149K ﹤0.01% 6908
2025
Q1 		$503 Sell
20
-319
-94% -$8.09K ﹤0.01% 9755
2024
Q4 		$8.56K Buy
+339
New +$8.54K ﹤0.01% 8403

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's ZOCT Position: Q1 2026 in Review

UBS Group increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 36% in Q1 2026, buying an estimated $4.22K and bringing the position to 593 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8096.

UBS Group first reported a position in ZOCT in Q4 2024 and has held it in 5 quarters since. The position peaked at $153K in Q2 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

  • UBS Group held 593 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $15.9K as of Q1 2026.
  • UBS Group bought 157 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q1 2026, an estimated $4.22K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8096 holding.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $153K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.