Advisor OS’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Advisor OS’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
2026 Q1	$296K	Buy	+8,734	New	+$301K	0.02%	428

Other funds holding KOCT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFGF

Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Advisor OS's KOCT Position: Q1 2026 in Review

Advisor OS opened a new position in Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2026: 8,734 shares worth $296K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings.

94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

Advisor OS held 8,734 shares of Innovator US Small Cap Power Buffer ETF October worth $296K as of Q1 2026.
Innovator US Small Cap Power Buffer ETF October was a new Advisor OS position in Q1 2026.
Innovator US Small Cap Power Buffer ETF October made up 0.02% of Advisor OS's portfolio in Q1 2026, its #428 holding.
94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.