Regatta Research & Money Management TOCT β€” INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION 2 YR OCT 2027

Ownership history in Regatta Research & Money Management  Β·  1 quarter on record

AI Ownership Summary

Regatta Research & Money Management reported INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION 2 YR OCT 2027 (TOCT) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.2% in 2026 Q2. The latest visible filing shows TOCT at 1.20% 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 TOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Regatta Research & Money Management's position in INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION 2 YR OCT 2027, 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 Q2

TOCT was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

TOCT stock page Regatta Research & Money Management fund profile Regatta Research & Money Management full holdings
How Regatta Research & Money Management held TOCT β€” position size vs. price
% of Fund (quarterly)    TOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 47,026 β€” β€” 1.20% $1.3M 2026-08-12 $27.30

🏒 Other funds also holding TOCT

As of 2026 Q2 β€” sorted by position size

Encompass More Asset Management 0.08% Plan Group Financial, LLC 3Y 0.05% Tradition Wealth Management, LLC 3Y 0.03% HARBOUR INVESTMENTS, INC. 3Y 0.02% Fragasso Financial Advisors Inc 3Y 7Y 0.02% Brookstone Capital Management 3Y 7Y 0.01% Ashton Thomas Private Wealth, LLC 0.01% Orion Porfolio Solutions, LLC 3Y 7Y 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About Regatta Research & Money Management and TOCT

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

How long has Regatta Research & Money Management reported owning TOCT?

Regatta Research & Money Management reported TOCT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported TOCT position in Regatta Research & Money Management's portfolio?

The largest reported portfolio weight for TOCT was 1.20% in 2026 Q2.

What is the latest reported TOCT position on this page?

The most recent filing on this page is 2026 Q2, when Regatta Research & Money Management reported 47,026 shares, equal to 1.20% of portfolio, with an estimated market value of $1.3M.

What does the chart on this TOCT ownership page compare?

The chart compares Regatta Research & Money Management's quarterly TOCT 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.

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