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

Axxcess 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 		$415K Hold
12,228
– – 0.01% 317
2025
Q4 		$412K Hold
12,228
– – 0.01% 754
2025
Q3 		$404K Buy
+12,228
New +$387K 0.01% 679

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Cetera Investment Advisers
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Creative Planning
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
LPL Financial
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

Axxcess Wealth Management's KOCT Position: Q1 2026 in Review

Axxcess Wealth Management held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 12,228 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #317.

Axxcess Wealth Management first reported a position in KOCT in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Axxcess Wealth Management held 12,228 shares of Innovator US Small Cap Power Buffer ETF October worth $415K as of Q1 2026.
  • Axxcess Wealth Management left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of Axxcess Wealth Management's portfolio in Q1 2026, its #317 holding.
  • Axxcess Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.