WealthPLAN Partners’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

WealthPLAN Partners’s Portfolio ZOCT Stock Details ZOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.12M	Hold	39,889	–	–	0.21%	96
2026 Q2	$1.1M	Hold	39,889	–	–	0.21%	94
2026 Q1	$1.07M	Hold	39,889	–	–	0.21%	116
2025 Q4	$1.07M	Hold	39,889	–	–	0.16%	126
2025 Q3	$1.06M	Hold	39,889	–	–	0.16%	125
2025 Q2	$1.04M	Hold	39,889	–	–	0.17%	120
2025 Q1	$1M	Hold	39,889	–	–	0.14%	127
2024 Q4	$1.01M	Buy	+39,889	New	+$1.01M	0.14%	124

Other funds holding ZOCT

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthPLAN Partners's ZOCT Position: Q3 2026 in Review

WealthPLAN Partners held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q3 2026 at 39,889 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #96.

WealthPLAN Partners first reported a position in ZOCT in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold ZOCT as of Q3 2026.

WealthPLAN Partners held 39,889 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $1.12M as of Q3 2026.
WealthPLAN Partners left its Innovator Equity Defined Protection ETF - 1 Yr October share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr October made up 0.21% of WealthPLAN Partners's portfolio in Q3 2026, its #96 holding.
WealthPLAN Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.