Creative Planning
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Creative Planning’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Creative Planning’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 		$6.12M Sell
163,752
-8,135
-5% -$294K ﹤0.01% 1244
2026
Q1 		$5.83M Buy
+171,887
New +$5.92M ﹤0.01% 1076

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's KOCT Position: Q2 2026 in Review

Creative Planning reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 4.7% in Q2 2026, selling an estimated $294K and leaving 163,752 shares worth $6.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Creative Planning first reported a position in KOCT in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Creative Planning held 163,752 shares of Innovator US Small Cap Power Buffer ETF October worth $6.12M as of Q2 2026.
  • Creative Planning sold 8,135 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $294K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1244 holding.
  • Creative Planning first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.