IOCT — Innovator Etfs Trust (international DV)

Ownership history in Atlantic Private Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Atlantic Private Wealth, LLC reported a position in Innovator Etfs Trust (international DV) (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
0.5% (2025 Q4)
Avg. % of fund
0.3%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,345 +7,527 +50.8% 0.50% $779K $34.86
2025 Q1 ADDED 14,818 +11,739 +381.3% 0.34% $454K $30.65
2024 Q4 INITIATED 3,079 — — 0.07% $90K $29.30
% of Fund (quarterly)    IOCT price (monthly, adj. close)

Other funds also holding IOCT

As of 2025 Q4 — sorted by position size

ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 3.71% 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% 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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