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Curi Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Curi Wealth Management’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
2022
Q1 		– Sell
-125
Closed -$3K – 589
2021
Q4 		$3K Buy
+125
New +$3.43K ﹤0.01% 398

Other funds holding KOCT

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Curi Wealth Management's KOCT Position: Q1 2022 in Review

Curi Wealth Management sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2022, closing a stake of 125 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in KOCT in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 38 funds tracked by Wall St. Rank hold KOCT as of Q1 2022.

  • Curi Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 125 Innovator US Small Cap Power Buffer ETF October shares in Q1 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $3K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.