Bedel Financial Consulting’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-975	Closed	-$26K	–	561
2022 Q1	$26K	Hold	975	–	–	0.01%	507
2021 Q4	$27K	Buy	975 +738	+311%	+$20.2K	0.01%	506
2021 Q3	$6K	Hold	237	–	–	﹤0.01%	753
2021 Q2	$6K	Hold	237	–	–	﹤0.01%	749
2021 Q1	$6K	Hold	237	–	–	﹤0.01%	716
2020 Q4	$6K	Buy	+237	New	+$5.97K	﹤0.01%	630

Other funds holding KOCT

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ETIA

Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return

Bedel Financial Consulting's KOCT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2022, closing a stake of 975 shares — an estimated $26K sold.

Bedel Financial Consulting first reported a position in KOCT in Q4 2020 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 36 funds tracked by Wall St. Rank hold KOCT as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 975 Innovator US Small Cap Power Buffer ETF October shares in Q2 2022, an estimated $26K.
Bedel Financial Consulting first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2020 and held it in 6 quarters.
Bedel Financial Consulting's Innovator US Small Cap Power Buffer ETF October position peaked at $27K in Q4 2021.
36 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.