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DHJJ Financial Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

DHJJ Financial Advisors’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 		$1.86M Sell
49,663
-45
-0.1% -$1.63K 0.53% 32
2026
Q1 		$1.69M Sell
49,708
-1,410
-3% -$48.5K 0.56% 32
2025
Q4 		$1.72M Buy
51,118
+6,080
+13% +$203K 0.57% 31
2025
Q3 		$1.49M Sell
45,038
-1,067
-2% -$33.8K 0.5% 36
2025
Q2 		$1.41M Sell
46,105
-250
-0.5% -$7.33K 0.51% 37
2025
Q1 		$1.36M Sell
46,355
-1,045
-2% -$31.8K 0.55% 35
2024
Q4 		$1.45M Sell
47,400
-942
-2% -$29.1K 0.56% 34
2024
Q3 		$1.47M Sell
48,342
-4,492
-9% -$132K 0.58% 35
2024
Q2 		$1.51M Sell
52,834
-5,476
-9% -$155K 0.64% 32
2024
Q1 		$1.66M Sell
58,310
-48
-0.1% -$1.32K 0.73% 28
2023
Q4 		$1.61M Buy
58,358
+930
+2% +$24.1K 0.75% 27
2023
Q3 		$1.47M Sell
57,428
-10,671
-16% -$289K 0.75% 31
2023
Q2 		$1.84M Sell
68,099
-2,599
-4% -$67.7K 0.96% 23
2023
Q1 		$1.83M Sell
70,698
-1,600
-2% -$42K 0.99% 21
2022
Q4 		$1.82M Sell
72,298
-933
-1% -$23.5K 1.05% 23
2022
Q3 		$1.77M Sell
73,231
-1,370
-2% -$34.9K 1.03% 22
2022
Q2 		$1.8M Buy
74,601
+355
+0.5% +$8.89K 1.01% 23
2022
Q1 		$1.97M Sell
74,246
-205
-0.3% -$5.38K 0.95% 25
2021
Q4 		$2.05M Buy
74,451
+3,686
+5% +$101K 0.96% 24
2021
Q3 		$1.91M Sell
70,765
-432
-0.6% -$11.6K 0.99% 22
2021
Q2 		$1.91M Sell
71,197
-140
-0.2% -$3.74K 1.01% 23
2021
Q1 		$1.89M Buy
71,337
+3,286
+5% +$86.4K 1.1% 22
2020
Q4 		$1.76M Buy
+68,051
New +$1.71M 1.11% 22

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

DHJJ Financial Advisors's KOCT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 0.09% in Q2 2026, selling an estimated $1.63K and leaving 49,663 shares worth $1.86M. The position accounts for 0.53% of the portfolio, ranked #32.

DHJJ Financial Advisors first reported a position in KOCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.05M in Q4 2021. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • DHJJ Financial Advisors held 49,663 shares of Innovator US Small Cap Power Buffer ETF October worth $1.86M as of Q2 2026.
  • DHJJ Financial Advisors sold 45 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $1.63K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.53% of DHJJ Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $2.05M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.