IOCT — INNOVATOR ETFS TRUST

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  1 quarter on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in INNOVATOR ETFS TRUST (IOCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.71% (2025 Q4)
Avg. % of fund
3.71%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 292,095 — — 3.71% $10.2M $34.86
% of Fund (quarterly)    IOCT price (monthly, adj. close)

Other funds also holding IOCT

As of 2025 Q4 — sorted by position size

BFI Wealth Solutions, LLC 1.57% Global Strategic Investment Solutions, LLC 3Y 0.99% CORRADO ADVISORS, LLC 3Y 7Y 0.94% WEALTHGARDEN F.S. LLC 0.62% Atlantic Private Wealth, LLC 3Y 0.5% Lantz Financial LLC 3Y 0.39% GILL CAPITAL PARTNERS, LLC 3Y 0.37% WPWealth LLP 3Y 0.36% PRIVATE CLIENT SERVICES, LLC 0.32% Long Island Wealth Management, Inc. 0.3%
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