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Arax Advisory Partners’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Arax Advisory Partners’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
2021
Q4 		– Sell
-403
Closed -$11K – 1170
2021
Q3 		$11K Sell
403
-737
-65% -$19.8K ﹤0.01% 632
2021
Q2 		$31K Buy
+1,140
New +$30.4K ﹤0.01% 532

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DHGWA
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arax Advisory Partners's KOCT Position: Q4 2021 in Review

Arax Advisory Partners sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q4 2021, closing a stake of 403 shares — an estimated $11K sold.

Arax Advisory Partners first reported a position in KOCT in Q2 2021 and held it in 2 quarters. The position peaked at $31K in Q2 2021. 39 funds tracked by Wall St. Rank hold KOCT as of Q4 2021.

  • Arax Advisory Partners reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q4 2021 after selling out during the quarter.
  • Arax Advisory Partners sold 403 Innovator US Small Cap Power Buffer ETF October shares in Q4 2021, an estimated $11K.
  • Arax Advisory Partners first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2021 and held it in 2 quarters.
  • Arax Advisory Partners's Innovator US Small Cap Power Buffer ETF October position peaked at $31K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2021.

Based on Arax Advisory Partners's 13F filing for Q4 2021, filed 8 Feb 2022.