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Benjamin F. Edwards & Company’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q3 		– Sell
-100
Closed -$2K – 1722
2020
Q2 		$2K Buy
+100
New +$2.27K ﹤0.01% 1581

Other funds holding KOCT

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Benjamin F. Edwards & Company's KOCT Position: Q3 2020 in Review

Benjamin F. Edwards & Company sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in KOCT in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 18 funds tracked by Wall St. Rank hold KOCT as of Q3 2020.

  • Benjamin F. Edwards & Company reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 100 Innovator US Small Cap Power Buffer ETF October shares in Q3 2020, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2020 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Innovator US Small Cap Power Buffer ETF October position peaked at $2K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2020, filed 13 Nov 2020.