AWM
KOCT icon

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

AE Wealth Management’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 		$352K Hold
10,377
– – ﹤0.01% 1293
2025
Q4 		$349K Buy
10,377
+2,701
+35% +$90.1K ﹤0.01% 1234
2025
Q3 		$253K Hold
7,676
– – ﹤0.01% 1270
2025
Q2 		$234K Hold
7,676
– – ﹤0.01% 1233
2025
Q1 		$225K Hold
7,676
– – ﹤0.01% 1224
2024
Q4 		$235K Buy
+7,676
New +$237K ﹤0.01% 1205

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