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AOCT INNOVATOR ETFS TRUST

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EQUITY DEF PRO 2 (fund)

25 managers (25 13F filers) reported a position in AOCT shares at 2024-12-31, 1,556,090 shares in all. 24 filers opened a position and 0 filers sold out during the quarter.

Managers
25
13F filers
25
New
24
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,556,090

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Legacy CG, LLC668,894$16.6M5.1%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC206,855$5.14M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC202,220$5.03M0.01%new13F-HRTimeline
AE Wealth Management LLC83,790$2.08M0.02%new13F-HRTimeline
HighTower Advisors, LLC69,453$1.73M<0.01%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…59,500$1.48M0.01%new13F-HRTimeline
Tradition Wealth Management, LLC35,812$890K0.08%new13F-HRTimeline
Capasso Planning Partners LLC31,587$785K0.31%new13F-HRTimeline
Cambridge Investment Research Advisors,…29,353$730K<0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs24,600$612K0.26%new13F-HRTimeline
Cetera Investment Advisers24,304$604K<0.01%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC17,690$440K0.26%new13F-HRTimeline
IFG Advisors, LLC16,090$400K0.08%new13F-HRTimeline
Comprehensive Financial Consultants Ins…13,419$334K0.12%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,661$315K0.06%new13F-HRTimeline
Syntegra Private Wealth Group, LLC11,735$292K0.03%new13F-HRTimeline
WealthShield Partners, LLC10,576$263K0.04%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$249K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC9,056$225K0.05%new13F-HRTimeline
Bellwether Advisors, LLC6,538$163K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,141$131K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,956$73.5K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,662$66.2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,198$30K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.