Comprehensive Financial Consultants Institutional, Inc. AOCT — INNOVATOR ETFS TRUST

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported INNOVATOR ETFS TRUST (AOCT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows AOCT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AOCT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AOCT stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held AOCT — position size vs. price
% of Fund (quarterly)    AOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,391 — 0% 0.09% $301K 2026-05-08 $27.09
2025 Q4 UNCHANGED — — — 11,391 — 0% 0.09% $303K 2026-01-29 $26.68
2025 Q3 REDUCED — — — 11,391 -78 -0.7% 0.09% $299K 2025-10-16 $26.22
2025 Q2 REDUCED 8.4% +2.0% ❌ 11,469 -1,056 -8.4% 0.10% $295K 2025-07-22 $25.82
2025 Q1 REDUCED 6.7% +3.5% ❌ 12,525 -894 -6.7% 0.11% $311K 2025-05-15 $25.30
2024 Q4 INITIATED — — — 13,419 — — 0.12% $334K 2025-01-24 $25.13

🏢 Other funds also holding AOCT

As of 2026 Q1 — sorted by position size

Legacy CG, LLC 3Y 4.94% Capasso Planning Partners LLC 3Y 0.35% CONTINUUM WEALTH ADVISORS, LLC 3Y 0.3% Selby Wealth Management, LLC 0.26% Tradition Wealth Management, LLC 3Y 0.07% KFG WEALTH MANAGEMENT, LLC 3Y 0.06% Cypress Wealth Services, LLC 3Y 7Y 0.03% Syntegra Private Wealth Group, LLC 3Y 0.03% Brookstone Capital Management 3Y 7Y 0.02% WealthShield Partners, LLC 3Y 7Y 0.02%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and AOCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning AOCT?

Comprehensive Financial Consultants Institutional, Inc. reported AOCT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AOCT position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for AOCT was 0.12% in 2024 Q4.

What is the latest reported AOCT position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Consultants Institutional, Inc. reported 11,391 shares, equal to 0.09% of portfolio, with an estimated market value of $301K.

What does the chart on this AOCT ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly AOCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Financial Consultants Institutional, Inc. time their AOCT position?

Based on 13F filing dates vs. subsequent AOCT price moves, Comprehensive Financial Consultants Institutional, Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on AOCT relative to SPY over the holding period was -9.8%.

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