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

Concurrent Investment 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
Q1 		$805K Sell
23,739
-1,467
-6% -$50.5K 0.01% 969
2025
Q4 		$849K Buy
25,206
+164
+0.7% +$5.47K 0.01% 907
2025
Q3 		$827K Buy
+25,042
New +$793K 0.01% 713

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
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

Concurrent Investment Advisors's KOCT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 5.8% in Q1 2026, selling an estimated $50.5K and leaving 23,739 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #969.

Concurrent Investment Advisors first reported a position in KOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $849K in Q4 2025. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Concurrent Investment Advisors held 23,739 shares of Innovator US Small Cap Power Buffer ETF October worth $805K as of Q1 2026.
  • Concurrent Investment Advisors sold 1,467 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $50.5K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #969 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $849K 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.