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Accredited Investors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Accredited Investors’s Portfolio KOCT Stock Details KOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,278
Closed -$637K – 299
2025
Q3 		$637K Buy
+19,278
New +$611K 0.04% 130

Other funds holding KOCT

CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accredited Investors's KOCT Position: Q4 2025 in Review

Accredited Investors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q4 2025, closing a stake of 19,278 shares — an estimated $637K sold.

Accredited Investors first reported a position in KOCT in Q3 2025 and held it in 1 quarter. The position peaked at $637K in Q3 2025. 95 funds tracked by Wall St. Rank hold KOCT as of Q4 2025.

  • Accredited Investors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Accredited Investors sold 19,278 Innovator US Small Cap Power Buffer ETF October shares in Q4 2025, an estimated $637K.
  • Accredited Investors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2025 and held it in 1 quarter.
  • Accredited Investors's Innovator US Small Cap Power Buffer ETF October position peaked at $637K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2025.

Based on Accredited Investors's 13F filing for Q4 2025, filed 5 Feb 2026.