Cetera Investment Advisers
KOCT icon

Cetera Investment Advisers’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Cetera Investment Advisers’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
Q1 		$6M Sell
176,899
-3,402
-2% -$117K 0.01% 1386
2025
Q4 		$6.07M Buy
180,301
+63,429
+54% +$2.12M 0.01% 1328
2025
Q3 		$3.86M Buy
116,872
+28,401
+32% +$899K ﹤0.01% 1629
2025
Q2 		$2.7M Sell
88,471
-7,354
-8% -$216K ﹤0.01% 1632
2025
Q1 		$2.8M Sell
95,825
-263,335
-73% -$8.01M 0.01% 1492
2024
Q4 		$11M Buy
359,160
+283,758
+376% +$8.75M 0.02% 672
2024
Q3 		$2.29M Sell
75,402
-2,325
-3% -$68.6K 0.01% 1534
2024
Q2 		$2.22M Sell
77,727
-1,703
-2% -$48.1K 0.01% 1483
2024
Q1 		$2.26M Buy
79,430
+56,109
+241% +$1.55M 0.01% 1453
2023
Q4 		$642K Buy
23,321
+6,895
+42% +$179K 0.01% 1359
2023
Q3 		$422K Hold
16,426
– – ﹤0.01% 1514
2023
Q2 		$445K Sell
16,426
-100
-0.6% -$2.6K ﹤0.01% 1511
2023
Q1 		$429K Buy
16,526
+2,290
+16% +$60.1K ﹤0.01% 1514
2022
Q4 		$359K Buy
14,236
+4,879
+52% +$123K ﹤0.01% 1547
2022
Q3 		$226K Sell
9,357
-91
-1% -$2.31K ﹤0.01% 1436
2022
Q2 		$228K Buy
9,448
+471
+5% +$11.8K ﹤0.01% 1595
2022
Q1 		$237K Buy
8,977
+1,086
+14% +$28.5K ﹤0.01% 1607
2021
Q4 		$216K Buy
+7,891
New +$216K ﹤0.01% 1687

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers's KOCT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 1.9% in Q1 2026, selling an estimated $117K and leaving 176,899 shares worth $6M. The position accounts for 0.01% of the portfolio, ranked #1386.

Cetera Investment Advisers first reported a position in KOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $11M in Q4 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Cetera Investment Advisers held 176,899 shares of Innovator US Small Cap Power Buffer ETF October worth $6M as of Q1 2026.
  • Cetera Investment Advisers sold 3,402 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $117K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1386 holding.
  • Cetera Investment Advisers first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Innovator US Small Cap Power Buffer ETF October position peaked at $11M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.