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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AFPL

Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WealthPlan Investment Management's IOCT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 3.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 11,401 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #351.

WealthPlan Investment Management first reported a position in IOCT in Q3 2022 and has held it in 8 quarters since. The position peaked at $8.7M in Q4 2022. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

WealthPlan Investment Management held 11,401 shares of Innovator International Developed Power Buffer ETF October worth $422K as of Q2 2026.
WealthPlan Investment Management bought 368 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $13.4K.
Innovator International Developed Power Buffer ETF October made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #351 holding.
WealthPlan Investment Management first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2022 and has held it in 8 quarters since.
WealthPlan Investment Management's Innovator International Developed Power Buffer ETF October position peaked at $8.7M in Q4 2022.
97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.