WA
EOCT icon

Whipplewood Advisors’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Whipplewood Advisors’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.4K Sell
1,301
-225
-15% -$7.57K 0.03% 147
2026
Q1 		$48.8K Sell
1,526
-70
-4% -$2.28K 0.03% 268
2025
Q4 		$50.5K Sell
1,596
-71
-4% -$2.22K 0.03% 199
2025
Q3 		$51.8K Buy
1,667
+104
+7% +$3.04K 0.03% 191
2025
Q2 		$44.2K Buy
1,563
+1,357
+659% +$36.7K 0.02% 334
2025
Q1 		$40.3K Sell
206
-42,333
-100% -$1.12M 0.02% 340
2024
Q4 		$1.1M Buy
+42,539
New +$1.12M 0.63% 38

Other funds holding EOCT

BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whipplewood Advisors's EOCT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Innovator Emerging Markets Power Buffer ETF October (EOCT) stake by 15% in Q2 2026, selling an estimated $7.57K and leaving 1,301 shares worth $44.4K. The position accounts for 0.03% of the portfolio, ranked #147.

Whipplewood Advisors first reported a position in EOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 71 funds tracked by Wall St. Rank hold EOCT as of Q2 2026.

  • Whipplewood Advisors held 1,301 shares of Innovator Emerging Markets Power Buffer ETF October worth $44.4K as of Q2 2026.
  • Whipplewood Advisors sold 225 Innovator Emerging Markets Power Buffer ETF October shares in Q2 2026, an estimated $7.57K.
  • Innovator Emerging Markets Power Buffer ETF October made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #147 holding.
  • Whipplewood Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Innovator Emerging Markets Power Buffer ETF October position peaked at $1.1M in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.