VFPW
ZOCT

Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$890K Buy
33,159
+7,281
+28% +$194K 0.18% 76
2025
Q3 		$688K Hold
25,878
– – 0.14% 93
2025
Q2 		$673K Sell
25,878
-155
-0.6% -$3.94K 0.16% 95
2025
Q1 		$655K Hold
26,033
– – 0.16% 84
2024
Q4 		$658K Buy
+26,033
New +$656K 0.16% 81

Other funds holding ZOCT

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PI
Pachira Investments Dana Point, California $214M AUM 19.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin) increased its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) stake by 28% in Q4 2025, buying an estimated $194K and bringing the position to 33,159 shares worth $890K. The position accounts for 0.18% of the portfolio, ranked #76.

Vantage Financial Partners (Wisconsin) first reported a position in ZOCT in Q4 2024 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold ZOCT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 33,159 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $890K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 7,281 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q4 2025, an estimated $194K.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up 0.18% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #76 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q4 2025.

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