Innovator International Developed Power Buffer ETF-October (IOCT) Institutional Ownership

$28.67
+0.16 (+0.56%)
(As of 04/26/2024 06:40 PM ET)

Institutional Ownership Changes (13F Filings) for Innovator International Developed Power Buffer ETF-October (NYSEARCA:IOCT)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$42.32M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$26.23M
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IOCT Institutional Buying and Selling by Quarter

Innovator International Developed Power Buffer ETF-October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 FORVIS Wealth Advisors LLC90,647$2.62M0.1%-13.0%2.307%
4/18/2024 Claro Advisors LLC12,923$374K0.1%-10.6%0.329%
4/17/2024 D.B. Root & Company LLC11,684$338K0.1%-25.0%0.297%
4/10/2024 BCS Wealth Management13,290$384K0.1%-9.4%0.338%
4/10/2024 Lantz Financial LLC61,973$1.79M0.6%-0.8%1.577%
3/6/2024SageView Advisory Group LLC29,844$835K0.0%+206.8%0.779%
2/9/2024SageView Advisory Group LLC29,844$835K0.0%+206.8%0.779%
2/7/2024Avantax Advisory Services Inc.21,279$595K0.0%-57.3%0.556%
2/7/2024 Berger Financial Group Inc29,998$838K0.1%N/A0.783%
2/7/2024 Arlington Capital Management Inc.7,796$218K0.2%N/A0.204%
2/6/2024U.S. Capital Wealth Advisors LLC13,234$370K0.0%-12.4%0.346%
2/1/2024Corrado Advisors LLC17,105$478K0.4%N/A0.447%
2/1/2024 CWM LLC36,174$1.01M0.0%+21.7%0.944%
1/22/2024 Claro Advisors LLC14,463$404K0.1%N/A0.378%
1/19/2024 AdvisorNet Financial Inc959$27K0.0%+418.4%0.025%
1/16/2024 D.B. Root & Company LLC15,577$435K0.2%N/A0.407%
1/16/2024 Raymond James Financial Services Advisors Inc.16,957$474K0.0%+67.3%0.443%
1/12/2024Global Strategic Investment Solutions LLC971,929$27.16M3.3%+170.9%25.377%
1/12/2024 Lantz Financial LLC62,477$1.75M0.6%+5.5%1.631%
1/11/2024 FORVIS Wealth Advisors LLC104,149$2.91M0.1%-13.0%2.719%
1/11/2024 BCS Wealth Management14,665$410K0.2%+15.3%0.383%
1/11/2024Diligent Investors LLC8,494$237K0.1%N/A0.222%
1/10/2024 Sugarloaf Wealth Management LLC1,500$42K0.0%N/A0.039%
1/10/2024 Cypress Financial Planning LLC9,549$264K0.2%N/A0.249%
1/9/2024IFP Advisors Inc416,683$11.64M0.5%-11.0%10.879%
11/15/2023WealthPlan Investment Management LLC165,378$4.34M0.5%+82,589.0%4.318%
11/8/2023HighTower Advisors LLC15,096$396K0.0%-92.3%0.394%
11/8/2023Avantax Advisory Services Inc.49,860$1.31M0.0%+2.5%1.302%
11/6/2023Lincoln National Corp18,037$473K0.0%-19.6%0.471%
11/3/2023SageView Advisory Group LLC9,726$255K0.0%-52.4%0.254%
11/2/2023WealthPlan Investment Management LLC168,290$4.42M0.5%+84,045.0%4.394%
11/1/2023 Allen Capital Group LLC11,883$308K0.1%-75.1%0.310%
10/26/2023 FORVIS Wealth Advisors LLC119,655$3.14M0.1%-7.2%3.124%
10/24/2023 Raymond James Financial Services Advisors Inc.10,134$266K0.0%N/A0.265%
10/23/2023Commonwealth Equity Services LLC173,821$4.56M0.0%-1.4%4.538%
10/20/2023U.S. Capital Wealth Advisors LLC15,109$397K0.0%-37.1%0.394%
10/13/2023Global Strategic Investment Solutions LLC358,712$9.42M1.2%-3.1%9.366%
10/12/2023IFP Advisors Inc468,355$12.29M0.6%-10.4%12.229%
10/12/2023WPWealth LLP170,941$4.49M1.7%+14.9%4.463%
10/11/2023 CWM LLC29,718$780K0.0%+21.9%0.776%
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10/10/2023 DHJJ Financial Advisors Ltd.1,030$27K0.0%N/A0.027%
8/24/2023 Arlington Capital Management Inc.7,844$205K0.2%-69.7%0.205%
8/14/2023IFP Advisors Inc522,885$13.63M0.6%-1.5%13.652%
8/11/2023SageView Advisory Group LLC20,450$533K0.0%-46.5%0.534%
8/10/2023First Commonwealth Financial Corp PA18,986$495K0.2%-54.5%0.496%
8/10/2023Commonwealth Equity Services LLC176,245$4.60M0.0%-1.3%4.602%
8/10/2023Cetera Advisor Networks LLC17,327$452K0.0%-6.1%0.452%
8/8/2023 FORVIS Wealth Advisors LLC128,937$3.36M0.1%-2.0%3.367%
8/8/2023Brown Wealth Management LLC10,807$282K0.1%N/A0.282%
8/4/2023Envestnet Asset Management Inc.56,086$1.46M0.0%+14.4%1.464%
8/4/2023U.S. Capital Wealth Advisors LLC24,027$627K0.0%-6.3%0.627%
8/4/2023IFP Advisors Inc522,885$13.14M0.6%-1.5%13.652%
8/3/2023 CWM LLC24,371$635K0.0%+22.6%0.636%
7/31/2023WealthPLAN Partners LLC118,696$3.10M0.4%-33.6%3.099%
7/26/2023 Michael S. Ryan Inc.358,561$9.36M8.6%N/A9.362%
7/19/2023 BCS Wealth Management13,036$340K0.2%-34.7%0.340%
7/11/2023 Brookstone Capital Management14,254$370K0.0%-20.4%0.372%
5/12/2023WPWealth LLP152,245$3.84M1.8%-31.5%3.642%
5/12/2023HighTower Advisors LLC297,616$7.51M0.0%+0.4%7.120%
5/11/2023U.S. Capital Wealth Advisors LLC25,646$647K0.0%+19.7%0.614%
5/10/2023WealthPLAN Partners LLC178,722$4.51M0.5%-48.8%4.276%
5/8/2023WealthPlan Investment Management LLC172,202$4.35M0.7%-50.7%4.120%
5/4/2023 Ausdal Financial Partners Inc.8,370$211K0.0%N/A0.200%
5/2/2023Lincoln National Corp22,423$566K0.0%+5.8%0.536%
5/1/2023 CWM LLC19,875$502K0.0%N/A0.475%
4/28/2023Avantax Advisory Services Inc.44,961$1.14M0.0%+11.1%1.076%
4/28/2023 Allen Capital Group LLC47,736$1.21M0.2%N/A1.142%
4/27/2023 FORVIS Wealth Advisors LLC131,527$3.32M0.1%-2.4%3.147%
4/20/2023Global Strategic Investment Solutions LLC392,958$9.92M1.4%-1.0%9.401%
4/19/2023 Brookstone Capital Management17,902$455K0.0%+6.1%0.428%
4/18/2023IFP Advisors Inc530,901$13.34M0.6%-0.2%12.701%
4/10/2023 Lantz Financial LLC59,545$1.50M0.6%-0.8%1.425%
4/10/2023 BCS Wealth Management19,966$504K0.2%-5.7%0.478%
3/6/2023OLD Mission Capital LLC2,471$59K0.0%N/A0.055%
2/16/2023WealthPLAN Partners LLC349,100$8.74M0.6%N/A7.706%
2/14/2023First Commonwealth Financial Corp PA42,060$1M0.4%N/A0.928%
2/13/2023Trustcore Financial Services LLC71,314$1.70M0.1%+13.2%1.574%
2/10/2023CoreCap Advisors LLC3,657$87K0.0%N/A0.081%
2/10/2023 Arlington Capital Management Inc.12,404$295K0.3%N/A0.274%
2/10/2023Corrado Advisors LLC100,571$2.39M1.7%+324.7%2.220%
2/10/2023Pillar Wealth Advisors LLC22,246$529K0.5%+15.9%0.491%
2/9/2023HighTower Advisors LLC296,526$7.02M0.0%N/A6.546%
2/8/2023 Sunbelt Securities Inc.13,645$324K0.1%-4.5%0.301%
2/8/2023InterOcean Capital Group LLC37,620$894K0.0%N/A0.830%
2/8/2023Lincoln National Corp21,189$504K0.0%+108.8%0.468%
2/7/2023Commonwealth Equity Services LLC178,382$4.24M0.0%+2.6%3.938%
2/7/2023IFP Advisors Inc532,161$13.46M0.4%N/A11.747%
2/7/2023Envestnet Asset Management Inc.38,873$924K0.0%N/A0.858%
2/3/2023 Blue Bell Private Wealth Management LLC2,053$49K0.0%N/A0.045%
2/3/2023U.S. Capital Wealth Advisors LLC21,430$509K0.0%N/A0.473%
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2/3/2023Tradition Wealth Management LLC15,878$377K0.1%+12.8%0.351%
1/31/2023WPWealth LLP222,156$5.28M2.8%N/A4.904%
1/31/2023Kestra Advisory Services LLC9,177$218K0.0%N/A0.203%
1/24/2023Sigma Planning Corp9,510$226K0.0%N/A0.210%
1/23/2023 Lantz Financial LLC60,054$1.43M0.6%+314.7%1.326%
1/20/2023Global Strategic Investment Solutions LLC396,992$9.44M0.6%+56.8%8.764%
1/19/2023 Stratos Wealth Advisors LLC17,562$417K0.0%+65.4%0.388%
1/10/2023 BCS Wealth Management21,179$503K0.2%N/A0.460%
12/12/2022WealthPlan Investment Management LLC354,797$8.44M0.6%N/A8.348%
11/21/2022 Sunbelt Securities Inc.14,290$307K0.1%-5.2%0.336%
(Data available from 1/1/2016 forward)

IOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IOCT shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Innovator International Developed Power Buffer ETF-October. The most heavily invested institutionals were Global Strategic Investment Solutions LLC ($27.16M), IFP Advisors Inc ($11.64M), Michael S. Ryan Inc. ($9.36M), Commonwealth Equity Services LLC ($4.56M), WPWealth LLP ($4.49M), WealthPlan Investment Management LLC ($4.34M), and WealthPLAN Partners LLC ($3.10M).Learn more on IOCT's institutional investors.

Which institutional investors have been buying Innovator International Developed Power Buffer ETF-October stock?

Of the 44 institutional investors that purchased Innovator International Developed Power Buffer ETF-October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Global Strategic Investment Solutions LLC ($1.01M), WealthPlan Investment Management LLC ($688.07K), IFP Advisors Inc ($532.16K), Michael S. Ryan Inc. ($358.56K), WealthPLAN Partners LLC ($349.10K), HighTower Advisors LLC ($297.62K), and WPWealth LLP ($244.32K).

How much institutional buying is happening at Innovator International Developed Power Buffer ETF-October?

Institutional investors have bought a total of 4,578,934 shares in the last 24 months. This purchase volume represents approximately $111.89M in transactions.

Which Innovator International Developed Power Buffer ETF-October major shareholders have been selling company stock?

Of the 24 institutional investors that sold Innovator International Developed Power Buffer ETF-October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPLAN Partners LLC ($230.40K), HighTower Advisors LLC ($181.70K), WealthPlan Investment Management LLC ($176.83K), IFP Advisors Inc ($123.49K), WPWealth LLP ($69.91K), FORVIS Wealth Advisors LLC ($44.08K), and Allen Capital Group LLC ($35.85K).

How much institutional selling is happening at Innovator International Developed Power Buffer ETF-October?

Institutional investors have sold a total of 1,028,287 shares in the last 24 months. This volume of shares sold represents approximately $26.71M in transactions.


This page (NYSEARCA:IOCT) was last updated on 4/29/2024 by MarketBeat.com Staff

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