IOCT — INNOVATOR ETFS TRUST

Ownership history in WEALTHGARDEN F.S. LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WEALTHGARDEN F.S. LLC reported a position in INNOVATOR ETFS TRUST (IOCT). 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
0.65% (2025 Q3)
Avg. % of fund
0.48%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 26,432 — 0% 0.62% $944K $34.86
2025 Q3 ADDED 26,432 +12,581 +90.8% 0.65% $911K $34.17
2025 Q2 UNCHANGED 13,851 — 0% 0.37% $447K $32.87
2025 Q1 UNCHANGED 13,851 — 0% 0.41% $425K $30.65
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IOCT price (monthly, adj. close)

Other funds also holding IOCT

As of 2025 Q4 — sorted by position size

ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 3.71% BFI Wealth Solutions, LLC 1.57% Global Strategic Investment Solutions, LLC 3Y 0.99% CORRADO ADVISORS, LLC 3Y 7Y 0.94% Atlantic Private Wealth, LLC 3Y 0.5% Lantz Financial LLC 3Y 0.39% GILL CAPITAL PARTNERS, LLC 3Y 0.37% WPWealth LLP 3Y 0.36% PRIVATE CLIENT SERVICES, LLC 0.32% Long Island Wealth Management, Inc. 0.3%
← Back to WEALTHGARDEN F.S. LLC Holdings