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ZOZOCT
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER

AE Wealth Management LLC holds 1,947 shares of ZOCT (INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER), worth $53,760 as of 2026-Q2. The position was decreased (-33.0% shares). ZOCT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$53,760

Current Shares

1,947

Total Value Change

-$483,571

Total Shares Change

-19,325

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,947
-33.0%
$53,7600.0%$27.61
0
2026-Q1
Decreased
2,906
-0.7%
$77,7300.0%$26.92
0
2025-Q4
Decreased
2,925
-84.1%
$78,4940.0%$26.87
0
2025-Q3
Unchanged
18,393
0.0%
$488,8860.0%$26.56
0
2025-Q2
Decreased
18,393
-14.6%
$478,1040.0%$25.96
0
2025-Q1
Increased
21,534
+1.2%
$541,5950.0%$25.14
24
2024-Q4
New
21,272
-
$537,3310.0%$25.29
34

Other major holders of ZOCT: COMMONWEALTH EQUITY SERVICES, LLC, NewEdge Advisors, LLC

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