Cypress Wealth Services’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Cypress Wealth 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
2025 Q3	–	Sell	-9,480	Closed	-$289K	–	355
2025 Q2	$289K	Hold	9,480	–	–	0.05%	242
2025 Q1	$277K	Hold	9,480	–	–	0.06%	228
2024 Q4	$290K	Hold	9,480	–	–	0.06%	211
2024 Q3	$288K	Hold	9,480	–	–	0.06%	209
2024 Q2	$271K	Hold	9,480	–	–	0.06%	203
2024 Q1	$270K	Hold	9,480	–	–	0.06%	208
2023 Q4	$261K	Hold	9,480	–	–	0.07%	200
2023 Q3	$243K	Hold	9,480	–	–	0.07%	203
2023 Q2	$263K	Hold	9,480	–	–	0.07%	199
2023 Q1	$246K	Hold	9,480	–	–	0.07%	205
2022 Q4	$239K	Hold	9,480	–	–	0.08%	204
2022 Q3	$231K	Hold	9,480	–	–	0.08%	196
2022 Q2	$229K	Hold	9,480	–	–	0.07%	200
2022 Q1	$250K	Buy	+9,480	New	+$249K	0.07%	199

Other funds holding KOCT

CFGF

Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Wealth Services's KOCT Position: Q3 2025 in Review

Cypress Wealth Services sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2025, closing a stake of 9,480 shares — an estimated $289K sold.

Cypress Wealth Services first reported a position in KOCT in Q1 2022 and held it in 14 quarters. The position peaked at $290K in Q4 2024. 86 funds tracked by Wall St. Rank hold KOCT as of Q3 2025.

Cypress Wealth Services reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Cypress Wealth Services sold 9,480 Innovator US Small Cap Power Buffer ETF October shares in Q3 2025, an estimated $289K.
Cypress Wealth Services first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2022 and held it in 14 quarters.
Cypress Wealth Services's Innovator US Small Cap Power Buffer ETF October position peaked at $290K in Q4 2024.
86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.