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Crown Wealth Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Crown Wealth Group’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
2025
Q4 		– Sell
-41,123
Closed -$1.36M – 145
2025
Q3 		$1.36M Buy
+41,123
New +$1.3M 0.41% 37

Other funds holding KOCT

CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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 $104M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Crown Wealth Group's KOCT Position: Q4 2025 in Review

Crown Wealth Group sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q4 2025, closing a stake of 41,123 shares — an estimated $1.36M sold.

Crown Wealth Group first reported a position in KOCT in Q3 2025 and held it in 1 quarter. The position peaked at $1.36M in Q3 2025. 95 funds tracked by Wall St. Rank hold KOCT as of Q4 2025.

  • Crown Wealth Group reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Crown Wealth Group sold 41,123 Innovator US Small Cap Power Buffer ETF October shares in Q4 2025, an estimated $1.36M.
  • Crown Wealth Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2025 and held it in 1 quarter.
  • Crown Wealth Group's Innovator US Small Cap Power Buffer ETF October position peaked at $1.36M in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2025.

Based on Crown Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.