VFPW
TOCT

Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio TOCT Stock Details TOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$211K Buy
+7,942
New +$210K 0.04% 198

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BCM
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TOCT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) in Q4 2025: 7,942 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

18 funds tracked by Wall St. Rank hold TOCT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 7,942 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $211K as of Q4 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 was a new Vantage Financial Partners (Wisconsin) position in Q4 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #198 holding.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.