Global Strategic Investment Solutions, LLC EOCT INNOVATOR ETFS TR

Ownership history in Global Strategic Investment Solutions, LLC  ·  15 quarters on record

AI Ownership Summary

Global Strategic Investment Solutions, LLC reported INNOVATOR ETFS TR (EOCT) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.95% in 2024 Q2. The latest visible filing shows EOCT at 0.52% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Strategic Investment Solutions, LLC's position in INNOVATOR ETFS TR, 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

EOCT was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

How Global Strategic Investment Solutions, LLC held EOCT — position size vs. price
% of Fund (quarterly)    EOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21.8% +6.7% 168,054 -46,836 -21.8% 0.52% $5.4M 2026-04-29 $33.42
2025 Q4 REDUCED 9.8% +0.9% 214,890 -23,291 -9.8% 0.67% $6.8M 2026-01-29 $33.01
2025 Q3 REDUCED 238,181 -3,031 -1.3% 0.74% $7.4M 2025-11-10 $31.52
2025 Q2 REDUCED 241,212 -368 -0.2% 0.73% $6.8M 2025-07-22 $28.80
2025 Q1 REDUCED 9.3% +6.1% 241,580 -24,649 -9.3% 0.74% $6.4M 2025-04-28 $26.56
2024 Q4 REDUCED 266,229 -4,217 -1.6% 0.81% $6.9M 2025-02-06 $26.37
2024 Q3 REDUCED 14.0% -3.4% 270,446 -44,114 -14.0% 0.85% $7.3M 2024-10-31 $26.44
2024 Q2 REDUCED 314,560 -9,505 -2.9% 0.95% $7.9M 2024-08-14 $24.98
2024 Q1 REDUCED 38.5% +3.9% 324,065 -202,624 -38.5% 0.91% $7.8M 2024-04-30 $24.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EOCT

As of 2026 Q2 — sorted by position size

William Mack & Associates, Inc. 0.08% Noble Wealth Management PBC 0.08% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Global Strategic Investment Solutions, LLC and EOCT

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

How long has Global Strategic Investment Solutions, LLC reported owning EOCT?

Global Strategic Investment Solutions, LLC reported EOCT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EOCT position in Global Strategic Investment Solutions, LLC's portfolio?

The largest reported portfolio weight for EOCT was 0.95% in 2024 Q2.

What is the latest reported EOCT position on this page?

The most recent filing on this page is 2026 Q1, when Global Strategic Investment Solutions, LLC reported 168,054 shares, equal to 0.52% of portfolio, with an estimated market value of $5.4M.

What does the chart on this EOCT ownership page compare?

The chart compares Global Strategic Investment Solutions, LLC's quarterly EOCT 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 Global Strategic Investment Solutions, LLC time their EOCT position?

Based on 13F filing dates vs. subsequent EOCT price moves, Global Strategic Investment Solutions, LLC correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on EOCT relative to SPY over the holding period was -5.4%.

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