James T. Borello RIA’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

James T. Borello RIA’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 Q3	$155K	Hold	4,095	–	–	0.03%	130
2026 Q2	$151K	Sell	4,095 -29	-0.7%	-$1.06K	0.03%	134
2026 Q1	$145K	Hold	4,124	–	–	0.04%	127
2025 Q4	$144K	Hold	4,124	–	–	0.04%	116
2025 Q3	$141K	Hold	4,124	–	–	0.04%	109
2025 Q2	$136K	Hold	4,124	–	–	0.04%	102
2025 Q1	$126K	Hold	4,124	–	–	0.04%	92
2024 Q4	$121K	Hold	4,124	–	–	0.05%	85
2024 Q3	$127K	Hold	4,124	–	–	0.05%	77
2024 Q2	$121K	Hold	4,124	–	–	0.05%	74
2024 Q1	$119K	Sell	4,124 -1,065	-21%	-$30K	0.05%	73
2023 Q4	$145K	Buy	+5,189	New	+$138K	0.12%	48

Other funds holding IOCT

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

James T. Borello RIA's IOCT Position: Q3 2026 in Review

James T. Borello RIA held its Innovator International Developed Power Buffer ETF October (IOCT) position steady in Q3 2026 at 4,095 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #130.

James T. Borello RIA first reported a position in IOCT in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold IOCT as of Q3 2026.

James T. Borello RIA held 4,095 shares of Innovator International Developed Power Buffer ETF October worth $155K as of Q3 2026.
James T. Borello RIA left its Innovator International Developed Power Buffer ETF October share count unchanged in Q3 2026.
Innovator International Developed Power Buffer ETF October made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #130 holding.
James T. Borello RIA first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and has held it in 12 quarters since.
21 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.