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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
Q2 		$851K Sell
22,779
-960
-4% -$34.7K 0.01% 1097
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 $104B AUM 28.3% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concurrent Investment Advisors's KOCT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 4% in Q2 2026, selling an estimated $34.7K and leaving 22,779 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #1097.

Concurrent Investment Advisors first reported a position in KOCT in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Concurrent Investment Advisors held 22,779 shares of Innovator US Small Cap Power Buffer ETF October worth $851K as of Q2 2026.
  • Concurrent Investment Advisors sold 960 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $34.7K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1097 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 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

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