W
ZOCT

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

WPWealth’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
2025
Q4 		– Sell
-8,372
Closed -$223K – 98
2025
Q3 		$223K Hold
8,372
– – 0.04% 90
2025
Q2 		$218K Hold
8,372
– – 0.04% 89
2025
Q1 		$211K Hold
8,372
– – 0.04% 85
2024
Q4 		$211K Buy
+8,372
New +$211K 0.04% 86

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WPWealth's ZOCT Position: Q4 2025 in Review

WPWealth sold out of Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) in Q4 2025, closing a stake of 8,372 shares — an estimated $223K sold.

WPWealth first reported a position in ZOCT in Q4 2024 and held it in 4 quarters. The position peaked at $223K in Q3 2025. 78 funds tracked by Wall St. Rank hold ZOCT as of Q4 2025.

  • WPWealth reported no remaining Innovator Equity Defined Protection ETF - 1 Yr October position as of Q4 2025 after selling out during the quarter.
  • WPWealth sold 8,372 Innovator Equity Defined Protection ETF - 1 Yr October shares in Q4 2025, an estimated $223K.
  • WPWealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and held it in 4 quarters.
  • WPWealth's Innovator Equity Defined Protection ETF - 1 Yr October position peaked at $223K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q4 2025.

Based on WPWealth's 13F filing for Q4 2025, filed 13 Feb 2026.