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AOAOCT
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR ETFS TRUST

Yes. AE Wealth Management holds 11,607 shares of AOCT, worth $317,509, as of its Q2 2026 13F filing. It reduced the position by 33 shares (-0.3%) from Q1 2026. AE Wealth Management has held AOCT since Q4 2024, across 7 quarterly 13F filings.

Current Value

$317,509

Current Shares

11,607

Total Value Change

-$1.8M

Total Shares Change

-72,183

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,607
-0.3%
$317,5090.0%$27.36
0
2026-Q1
Decreased
11,640
-2.7%
$307,9480.0%$26.46
0
2025-Q4
Unchanged
11,960
0.0%
$317,7740.0%$26.57
0
2025-Q3
Decreased
11,960
-89.1%
$314,0360.0%$26.26
0
2025-Q2
Increased
109,641
+15.5%
$2.8M0.0%$25.71
30
2025-Q1
Increased
94,906
+13.3%
$2.4M0.0%$24.83
30
2024-Q4
New
83,790
-
$2.1M0.0%$24.86
36

Other major holders of AOCT: RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC

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