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Diversify Advisory Services’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Diversify Advisory 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
-9,295
Closed -$291K – 897
2025
Q2 		$291K Hold
9,295
– – 0.01% 687
2025
Q1 		$269K Hold
9,295
– – 0.02% 531
2024
Q4 		$282K Sell
9,295
-2,000
-18% -$61.7K 0.02% 498
2024
Q3 		$344K Hold
11,295
– – 0.02% 467
2024
Q2 		$322K Buy
+11,295
New +$319K 0.02% 485

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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Diversify Advisory Services's KOCT Position: Q3 2025 in Review

Diversify Advisory Services sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2025, closing a stake of 9,295 shares — an estimated $291K sold.

Diversify Advisory Services first reported a position in KOCT in Q2 2024 and held it in 5 quarters. The position peaked at $344K in Q3 2024. 86 funds tracked by Wall St. Rank hold KOCT as of Q3 2025.

  • Diversify Advisory Services reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 9,295 Innovator US Small Cap Power Buffer ETF October shares in Q3 2025, an estimated $291K.
  • Diversify Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2024 and held it in 5 quarters.
  • Diversify Advisory Services's Innovator US Small Cap Power Buffer ETF October position peaked at $344K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.