Global Strategic Investment Solutions, LLC IOCT — INNOVATOR ETFS TR

Ownership history in Global Strategic Investment Solutions, LLC  ·  16 quarters on record

AI Ownership Summary

Global Strategic Investment Solutions, LLC reported INNOVATOR ETFS TR (IOCT) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.33% in 2023 Q4. The latest visible filing shows IOCT at 0.80% 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 IOCT 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

IOCT was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.33% in 2023 Q4

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

Time in book
Holding Window
2023 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.

IOCT stock page Global Strategic Investment Solutions, LLC fund profile Global Strategic Investment Solutions, LLC full holdings
How Global Strategic Investment Solutions, LLC held IOCT — position size vs. price
% of Fund (quarterly)    IOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 235,246 -56,036 -19.2% 0.80% $8.2M 2026-04-29 $35.80
2025 Q4 REDUCED 13.9% +0.6% ❌ 291,282 -46,902 -13.9% 0.99% $10.2M 2026-01-29 $35.95
2025 Q3 REDUCED 12.4% +2.2% ❌ 338,184 -47,720 -12.4% 1.15% $11.6M 2025-11-10 $34.32
2025 Q2 REDUCED 5.2% +3.4% ❌ 385,904 -21,306 -5.2% 1.36% $12.7M 2025-07-22 $32.80
2025 Q1 REDUCED 9.0% +7.2% ❌ 407,210 -40,400 -9.0% 1.44% $12.5M 2025-04-28 $31.34
2024 Q4 REDUCED — — — 447,610 -19,969 -4.3% 1.53% $13.1M 2025-02-06 $30.25
2024 Q3 REDUCED 41.5% -4.8% ✅ 467,579 -331,116 -41.5% 1.68% $14.4M 2024-10-31 $29.85
2024 Q2 REDUCED — — — 798,695 -20,905 -2.6% 2.83% $23.4M 2024-08-14 $29.68
2024 Q1 REDUCED 15.7% +1.5% ❌ 819,600 -152,329 -15.7% 2.75% $23.7M 2024-04-30 $28.52
2023 Q4 ADDED — — — 971,929 +613,217 +170.9% 3.33% $27.2M 2024-01-12 $27.86
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IOCT

As of 2026 Q1 — sorted by position size

Broussard Financial Group LLC 11.02% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 2.2% RED CRANE WEALTH MANAGEMENT, LLC 1.93% BFI Wealth Solutions, LLC 1.77% CORRADO ADVISORS, LLC 3Y 7Y 0.96% WEALTHGARDEN F.S. LLC 0.63% Atlantic Private Wealth, LLC 3Y 0.51% Liberty Atlantic Advisors LLC 0.36% Cornerstone Wealth, LLC/TN 0.36% WPWealth LLP 3Y 0.36%

FAQ About Global Strategic Investment Solutions, LLC and IOCT

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 IOCT?

Global Strategic Investment Solutions, LLC reported IOCT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IOCT was 3.33% in 2023 Q4.

What is the latest reported IOCT position on this page?

The most recent filing on this page is 2026 Q1, when Global Strategic Investment Solutions, LLC reported 235,246 shares, equal to 0.80% of portfolio, with an estimated market value of $8.2M.

What does the chart on this IOCT ownership page compare?

The chart compares Global Strategic Investment Solutions, LLC's quarterly IOCT 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 IOCT position?

Based on 13F filing dates vs. subsequent IOCT price moves, Global Strategic Investment Solutions, LLC correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on IOCT relative to SPY over the holding period was -5.7%.

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