ZOCT — INNOVATOR ETFS TRUST

Ownership history in WealthPLAN Partners, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in INNOVATOR ETFS TRUST (ZOCT). 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
0.17% (2025 Q2)
Avg. % of fund
0.15%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 39,889 — 0% 0.16% $1.1M $26.84
2025 Q3 UNCHANGED 39,889 — 0% 0.16% $1.1M $26.58
2025 Q2 UNCHANGED 39,889 — 0% 0.17% $1.0M $25.99
2025 Q1 UNCHANGED 39,889 — 0% 0.14% $1.0M $25.15
2024 Q4 INITIATED 39,889 — — 0.14% $1.0M $25.26
% of Fund (quarterly)    ZOCT price (monthly, adj. close)

Other funds also holding ZOCT

As of 2025 Q4 — sorted by position size

Pachira Investments Inc. 3Y 7Y 3.07% IMG Wealth Management, Inc. 0.27% KFG WEALTH MANAGEMENT, LLC 3Y 0.26% Chris Bulman Inc 0.25% FC Advisory LLC 3Y 7Y 0.24% CENTRAL VALLEY ADVISORS, LLC 0.19% Vantage Financial Partners, LLC 3Y 0.18% FSA Advisors, Inc. 0.17% Cypress Wealth Services, LLC 3Y 7Y 0.16% WEALTHGARDEN F.S. LLC 0.15%
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