IOCT — INNOVATOR ETFS TR

Ownership history in WPWealth LLP  ·  11 quarters on record

This page tracks every 13F SEC filing in which WPWealth LLP reported a position in INNOVATOR ETFS TR (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
2.76% (2022 Q4)
Avg. % of fund
1.07%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 66,735 — 0% 0.36% $2.3M $34.86
2025 Q3 UNCHANGED 66,735 — 0% 0.37% $2.3M $34.17
2025 Q2 REDUCED 66,735 -2,296 -3.3% 0.40% $2.2M $32.87
2024 Q4 REDUCED 69,031 -47,670 -40.8% 0.41% $2.0M $29.30
7 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% WEALTHGARDEN F.S. LLC 0.62% Atlantic Private Wealth, LLC 3Y 0.5% Lantz Financial LLC 3Y 0.39% GILL CAPITAL PARTNERS, LLC 3Y 0.37% PRIVATE CLIENT SERVICES, LLC 0.32% Long Island Wealth Management, Inc. 0.3%
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