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Waterloo Capital’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Waterloo Capital’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
+5,618
New +$204K 0.01% 545
2026
Q1 		– Sell
-6,968
Closed -$243K – 495
2025
Q4 		$243K Hold
6,968
– – 0.02% 418
2025
Q3 		$238K Hold
6,968
– – 0.02% 403
2025
Q2 		$229K Hold
6,968
– – 0.02% 417
2025
Q1 		$214K Buy
+6,968
New +$212K 0.02% 370

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $351M AUM 19.08% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Waterloo Capital's IOCT Position: Q2 2026 in Review

Waterloo Capital opened a new position in Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2026: 5,618 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in IOCT as recently as Q4 2025.

Waterloo Capital first reported a position in IOCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 99 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • Waterloo Capital held 5,618 shares of Innovator International Developed Power Buffer ETF October worth $208K as of Q2 2026.
  • Innovator International Developed Power Buffer ETF October was a new Waterloo Capital position in Q2 2026.
  • Innovator International Developed Power Buffer ETF October made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #545 holding.
  • Waterloo Capital first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2025 and has held it in 5 quarters since.
  • Waterloo Capital's Innovator International Developed Power Buffer ETF October position peaked at $243K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.