BFG
KOCT icon

Berger Financial Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Berger Financial Group’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
2025
Q2 		– Sell
-10,601
Closed -$310K – 427
2025
Q1 		$310K Hold
10,601
– – 0.02% 329
2024
Q4 		$324K Buy
10,601
+2,856
+37% +$88.1K 0.02% 312
2024
Q3 		$235K Sell
7,745
-1,627
-17% -$48K 0.02% 351
2024
Q2 		$268K Hold
9,372
– – 0.02% 304
2024
Q1 		$267K Sell
9,372
-976
-9% -$27K 0.02% 299
2023
Q4 		$285K Buy
+10,348
New +$268K 0.03% 238

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