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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
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
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

WealthPlan Investment Management's IOCT Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 1.1% in Q1 2026, selling an estimated $4.2K and leaving 11,033 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #341.

WealthPlan Investment Management first reported a position in IOCT in Q3 2022 and has held it in 7 quarters since. The position peaked at $8.7M in Q4 2022. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

  • WealthPlan Investment Management held 11,033 shares of Innovator International Developed Power Buffer ETF October worth $387K as of Q1 2026.
  • WealthPlan Investment Management sold 118 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $4.2K.
  • Innovator International Developed Power Buffer ETF October made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #341 holding.
  • WealthPlan Investment Management first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2022 and has held it in 7 quarters since.
  • WealthPlan Investment Management's Innovator International Developed Power Buffer ETF October position peaked at $8.7M in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.