WealthPlan Investment Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

WealthPlan Investment Management’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 Q3	$409K	Sell	10,822 -579	-5%	-$21.8K	0.02%	349
2026 Q2	$422K	Buy	11,401 +368	+3%	+$13.4K	0.02%	351
2026 Q1	$387K	Sell	11,033 -118	-1%	-$4.2K	0.02%	341
2025 Q4	$389K	Buy	+11,151	New	+$383K	0.02%	285
2023 Q4	–	Sell	-165,378	Closed	-$4.34M	–	196
2023 Q3	$4.34M	Buy	165,378 +40,682	+33%	+$1.07M	0.77%	52
2023 Q2	$3.25M	Sell	124,696 -47,506	-28%	-$1.22M	0.97%	43
2023 Q1	$4.35M	Sell	172,202 -176,827	-51%	-$4.38M	0.75%	51
2022 Q4	$8.7M	Sell	349,029 -5,768	-2%	-$133K	0.61%	51
2022 Q3	$8.44M	Buy	+354,797	New	+$8.25M	0.62%	56

Other funds holding IOCT

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

WealthPlan Investment Management's IOCT Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 5.1% in Q3 2026, selling an estimated $21.8K and leaving 10,822 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #349.

WealthPlan Investment Management first reported a position in IOCT in Q3 2022 and has held it in 9 quarters since. The position peaked at $8.7M in Q4 2022. 28 funds tracked by Wall St. Rank hold IOCT as of Q3 2026.

WealthPlan Investment Management held 10,822 shares of Innovator International Developed Power Buffer ETF October worth $409K as of Q3 2026.
WealthPlan Investment Management sold 579 Innovator International Developed Power Buffer ETF October shares in Q3 2026, an estimated $21.8K.
Innovator International Developed Power Buffer ETF October made up 0.02% of WealthPlan Investment Management's portfolio in Q3 2026, its #349 holding.
WealthPlan Investment Management first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's Innovator International Developed Power Buffer ETF October position peaked at $8.7M in Q4 2022.
28 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.