Commonwealth Equity Services
KOCT icon

Commonwealth Equity Services’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Commonwealth Equity Services’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 		$4.36M Sell
128,540
-14,829
-10% -$511K 0.01% 1426
2025
Q4 		$4.83M Buy
143,369
+42,642
+42% +$1.42M 0.01% 1350
2025
Q3 		$3.33M Sell
100,727
-10,244
-9% -$324K ﹤0.01% 1634
2025
Q2 		$3.38M Sell
110,971
-3,639
-3% -$107K ﹤0.01% 1601
2025
Q1 		$3.35M Buy
114,610
+4,143
+4% +$126K ﹤0.01% 1557
2024
Q4 		$3.38M Buy
110,467
+23,953
+28% +$739K ﹤0.01% 1502
2024
Q3 		$2.63M Sell
86,514
-9,892
-10% -$292K ﹤0.01% 1627
2024
Q2 		$2.76M Buy
96,406
+5
+0% +$141 ﹤0.01% 1583
2024
Q1 		$2.74M Buy
96,401
+3,316
+4% +$91.6K ﹤0.01% 1554
2023
Q4 		$2.56M Buy
93,085
+50,531
+119% +$1.31M ﹤0.01% 1524
2023
Q3 		$1.09M Sell
42,554
-8,594
-17% -$233K ﹤0.01% 2012
2023
Q2 		$1.39M Sell
51,148
-1,035
-2% -$26.9K ﹤0.01% 1873
2023
Q1 		$1.35K Sell
52,183
-1,500
-3% -$39.3K ﹤0.01% 1834
2022
Q4 		$1.35M Buy
53,683
+17,758
+49% +$447K ﹤0.01% 1754
2022
Q3 		$868K Buy
35,925
+23,998
+201% +$611K ﹤0.01% 1996
2022
Q2 		$287K Hold
11,927
– – ﹤0.01% 2874
2022
Q1 		$315K Buy
11,927
+2,905
+32% +$76.2K ﹤0.01% 2926
2021
Q4 		$247K Buy
+9,022
New +$247K ﹤0.01% 3127

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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

Commonwealth Equity Services's KOCT Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 10% in Q1 2026, selling an estimated $511K and leaving 128,540 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #1426.

Commonwealth Equity Services first reported a position in KOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.83M in Q4 2025. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Commonwealth Equity Services held 128,540 shares of Innovator US Small Cap Power Buffer ETF October worth $4.36M as of Q1 2026.
  • Commonwealth Equity Services sold 14,829 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $511K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1426 holding.
  • Commonwealth Equity Services first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • Commonwealth Equity Services's Innovator US Small Cap Power Buffer ETF October position peaked at $4.83M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.