WTFG
AOCT icon

Wood Tarver Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 AOCT Stock Holding History

Wood Tarver Financial Group’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-871
Closed -$22K – 693
2025
Q2 		$22K Sell
871
-2,377
-73% -$59.7K 0.01% 356
2025
Q1 		$80.6K Buy
+3,248
New +$81.2K 0.03% 223

Other funds holding AOCT

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

Wood Tarver Financial Group's AOCT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) in Q3 2025, closing a stake of 871 shares — an estimated $22K sold.

Wood Tarver Financial Group first reported a position in AOCT in Q1 2025 and held it in 2 quarters. The position peaked at $80.6K in Q1 2025. 39 funds tracked by Wall St. Rank hold AOCT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2028 position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 871 Innovator Equity Defined Protection ETF - 2 Yr to October 2028 shares in Q3 2025, an estimated $22K.
  • Wood Tarver Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q1 2025 and held it in 2 quarters.
  • Wood Tarver Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to October 2028 position peaked at $80.6K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.