LOCT — INNOVATOR ETFS TRUST

Ownership history in CreativeOne Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in INNOVATOR ETFS TRUST (LOCT). 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
0.01% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,859 +385 +1.6% 0.01% $593K $23.66
2025 Q3 INITIATED 24,474 — — 0.01% $583K $23.30
% of Fund (quarterly)    LOCT price (monthly, adj. close)

Other funds also holding LOCT

As of 2025 Q4 — sorted by position size

Schulz Wealth, LTD. 0.45% Cannon Advisors, Inc. 0.42% Arista Wealth Management, LLC 3Y 0.05% KFG WEALTH MANAGEMENT, LLC 3Y 0.04% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% World Investment Advisors 3Y 7Y 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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