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BFI Wealth Solutions’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

BFI Wealth Solutions’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
Q2 		$3.69M Buy
98,837
+9,747
+11% +$352K 2.73% 10
2026
Q1 		$3.04M Buy
89,090
+16,704
+23% +$575K 2.92% 8
2025
Q4 		$2.44M Buy
+72,386
New +$2.41M 2.32% 12

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFI Wealth Solutions's KOCT Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 11% in Q2 2026, buying an estimated $352K and bringing the position to 98,837 shares worth $3.69M. The position accounts for 2.73% of the portfolio, ranked #10.

BFI Wealth Solutions first reported a position in KOCT in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • BFI Wealth Solutions held 98,837 shares of Innovator US Small Cap Power Buffer ETF October worth $3.69M as of Q2 2026.
  • BFI Wealth Solutions bought 9,747 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $352K.
  • Innovator US Small Cap Power Buffer ETF October made up 2.73% of BFI Wealth Solutions's portfolio in Q2 2026, its #10 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.