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
Q2 		$29.4K Buy
1,064
+471
+79% +$12.9K ﹤0.01% 7910
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 $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

UBS Group's ZOCT Position: Q2 2026 in Review

UBS Group increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 79% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,064 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7910.

UBS Group first reported a position in ZOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $153K in Q2 2025. 74 funds tracked by Wall St. Rank hold ZOCT as of Q2 2026.

  • UBS Group held 1,064 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $29.4K as of Q2 2026.
  • UBS Group bought 471 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q2 2026, an estimated $12.9K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7910 holding.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 6 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 Q2 2026.

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