Cambridge Investment Research Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Cambridge Investment Research Advisors’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	$719K	Sell	19,237 -3,083	-14%	-$111K	﹤0.01%	2425
2026 Q1	$757K	Sell	22,320 -1,772	-7%	-$61K	﹤0.01%	2418
2025 Q4	$811K	Buy	24,092 +2,754	+13%	+$91.8K	﹤0.01%	2274
2025 Q3	$705K	Sell	21,338 -2,226	-9%	-$70.5K	﹤0.01%	2342
2025 Q2	$719K	Sell	23,564 -13,161	-36%	-$386K	﹤0.01%	2221
2025 Q1	$1.07M	Sell	36,725 -714	-2%	-$21.7K	﹤0.01%	1809
2024 Q4	$1.15M	Buy	37,439 +6,059	+19%	+$187K	﹤0.01%	1756
2024 Q3	$953K	Sell	31,380 -8,286	-21%	-$244K	﹤0.01%	1884
2024 Q2	$1.13M	Sell	39,666 -6,467	-14%	-$183K	﹤0.01%	1674
2024 Q1	$1.31M	Sell	46,133 -2,356	-5%	-$65.1K	0.01%	1544
2023 Q4	$1.33M	Buy	48,489 +15,806	+48%	+$409K	0.01%	1461
2023 Q3	$839K	Buy	32,683 +2,929	+10%	+$79.3K	﹤0.01%	1688
2023 Q2	$806K	Sell	29,754 -1,316	-4%	-$34.3K	﹤0.01%	1761
2023 Q1	$806K	Sell	31,070 -7,224	-19%	-$189K	﹤0.01%	1714
2022 Q4	$967K	Buy	38,294 +7,632	+25%	+$192K	0.01%	1533
2022 Q3	$741K	Sell	30,662 -3,612	-11%	-$91.9K	﹤0.01%	1678
2022 Q2	$827K	Sell	34,274 -4,919	-13%	-$123K	﹤0.01%	1598
2022 Q1	$1.03M	Sell	39,193 -2,750	-7%	-$72.1K	﹤0.01%	1555
2021 Q4	$1.15M	Buy	41,943 +16,341	+64%	+$448K	0.01%	1479
2021 Q3	$690K	Sell	25,602 -2,721	-10%	-$73.1K	﹤0.01%	1801
2021 Q2	$759K	Sell	28,323 -1,769	-6%	-$47.3K	﹤0.01%	1742
2021 Q1	$797K	Buy	30,092 +16,050	+114%	+$422K	﹤0.01%	1593
2020 Q4	$364K	Buy	+14,042	New	+$354K	﹤0.01%	1991

Other funds holding KOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Cambridge Investment Research Advisors's KOCT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 14% in Q2 2026, selling an estimated $111K and leaving 19,237 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Cambridge Investment Research Advisors first reported a position in KOCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2023. 38 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Cambridge Investment Research Advisors held 19,237 shares of Innovator US Small Cap Power Buffer ETF October worth $719K as of Q2 2026.
Cambridge Investment Research Advisors sold 3,083 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $111K.
Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2425 holding.
Cambridge Investment Research Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
Cambridge Investment Research Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $1.33M in Q4 2023.
38 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.