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Clearstead Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Clearstead 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
2020
Q3 		– Sell
-11,536
Closed -$276K – 909
2020
Q2 		$276K Hold
11,536
– – 0.03% 230
2020
Q1 		$245K Hold
11,536
– – 0.04% 215
2019
Q4 		$292K Buy
+11,536
New +$286K 0.04% 224

Other funds holding KOCT

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 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 $85.1B AUM 27.35% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 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 $1.28T AUM 58.89% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Clearstead Advisors's KOCT Position: Q3 2020 in Review

Clearstead Advisors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2020, closing a stake of 11,536 shares — an estimated $276K sold.

Clearstead Advisors first reported a position in KOCT in Q4 2019 and held it in 3 quarters. The position peaked at $292K in Q4 2019. 18 funds tracked by Wall St. Rank hold KOCT as of Q3 2020.

  • Clearstead Advisors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2020 after selling out during the quarter.
  • Clearstead Advisors sold 11,536 Innovator US Small Cap Power Buffer ETF October shares in Q3 2020, an estimated $276K.
  • Clearstead Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2019 and held it in 3 quarters.
  • Clearstead Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $292K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2020.

Based on Clearstead Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.