WC
IOCT icon

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
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 $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Waterloo Capital's IOCT Position: Q1 2026 in Review

Waterloo Capital sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2026, closing a stake of 6,968 shares — an estimated $243K sold.

Waterloo Capital first reported a position in IOCT in Q1 2025 and held it in 4 quarters. The position peaked at $243K in Q4 2025. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • Waterloo Capital reported no remaining Innovator International Developed Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 6,968 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $243K.
  • Waterloo Capital first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2025 and held it in 4 quarters.
  • 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 Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.