CRA Financial Services’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

CRA Financial 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	$259K	Sell	7,620 -2,500	-25%	-$86.1K	0.03%	260
2025 Q4	$341K	Sell	10,120 -500	-5%	-$16.7K	0.04%	222
2025 Q3	$351K	Hold	10,620	–	–	0.05%	213
2025 Q2	$324K	Hold	10,620	–	–	0.05%	212
2025 Q1	$311K	Hold	10,620	–	–	0.05%	208
2024 Q4	$325K	Hold	10,620	–	–	0.06%	196
2024 Q3	$322K	Hold	10,620	–	–	0.06%	185
2024 Q2	$304K	Hold	10,620	–	–	0.06%	183
2024 Q1	$302K	Buy	10,620 +325	+3%	+$8.97K	0.07%	176
2023 Q4	$283K	Buy	10,295 +1,220	+13%	+$31.6K	0.07%	169
2023 Q3	$233K	Hold	9,075	–	–	0.06%	186
2023 Q2	$246K	Hold	9,075	–	–	0.07%	178
2023 Q1	$235K	Hold	9,075	–	–	0.07%	177
2022 Q4	$229K	Buy	+9,075	New	+$229K	0.08%	174

Other funds holding KOCT

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

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

CRA Financial Services's KOCT Position: Q1 2026 in Review

CRA Financial Services reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 25% in Q1 2026, selling an estimated $86.1K and leaving 7,620 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #260.

CRA Financial Services first reported a position in KOCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $351K in Q3 2025. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

CRA Financial Services held 7,620 shares of Innovator US Small Cap Power Buffer ETF October worth $259K as of Q1 2026.
CRA Financial Services sold 2,500 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $86.1K.
Innovator US Small Cap Power Buffer ETF October made up 0.03% of CRA Financial Services's portfolio in Q1 2026, its #260 holding.
CRA Financial Services first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
CRA Financial Services's Innovator US Small Cap Power Buffer ETF October position peaked at $351K in Q3 2025.
94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.