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ACG Wealth’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-120
Closed -$3K – 658
2022
Q2 		$3K Buy
+120
New +$3.01K ﹤0.01% 796

Other funds holding KOCT

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

ACG Wealth's KOCT Position: Q3 2022 in Review

ACG Wealth sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2022, closing a stake of 120 shares — an estimated $3K sold.

ACG Wealth first reported a position in KOCT in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 34 funds tracked by Wall St. Rank hold KOCT as of Q3 2022.

  • ACG Wealth reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 120 Innovator US Small Cap Power Buffer ETF October shares in Q3 2022, an estimated $3K.
  • ACG Wealth first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Innovator US Small Cap Power Buffer ETF October position peaked at $3K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.