Southland Equity Partners LLC ZOCT INNOVATOR ETFS TRUST

Ownership history in Southland Equity Partners LLC  ·  6 quarters on record

AI Ownership Summary

Southland Equity Partners LLC reported INNOVATOR ETFS TRUST (ZOCT) 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 ZOCT at 0.10% 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 ZOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Southland Equity Partners LLC'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

ZOCT was reported at 0.10% 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.

How Southland Equity Partners LLC held ZOCT — position size vs. price
% of Fund (quarterly)    ZOCT 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 19,833 0% 0.10% $530K 2026-04-14 $27.12
2025 Q4 UNCHANGED 19,833 0% 0.11% $532K 2026-01-14 $26.92
2025 Q3 UNCHANGED 19,833 0% 0.11% $527K 2025-10-15 $26.60
2025 Q2 UNCHANGED 19,833 0% 0.11% $516K 2025-07-14 $26.07
2025 Q1 UNCHANGED 19,833 0% 0.12% $499K 2025-04-16 $24.91
2024 Q4 INITIATED 19,833 0.12% $501K 2025-01-21 $25.45

FAQ About Southland Equity Partners LLC and ZOCT

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

How long has Southland Equity Partners LLC reported owning ZOCT?

Southland Equity Partners LLC reported ZOCT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ZOCT position in Southland Equity Partners LLC's portfolio?

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

What is the latest reported ZOCT position on this page?

The most recent filing on this page is 2026 Q1, when Southland Equity Partners LLC reported 19,833 shares, equal to 0.10% of portfolio, with an estimated market value of $530K.

What does the chart on this ZOCT ownership page compare?

The chart compares Southland Equity Partners LLC's quarterly ZOCT 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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