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

Todd Wealth Management, LLC’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 		$495K Sell
13,260
-50
-0.4% -$1.81K 0.38% 59
2026
Q1 		$452K Hold
13,310
– – 0.41% 58
2025
Q4 		$448K Buy
+13,310
New +$444K 0.41% 58

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SAG
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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
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Todd Wealth Management, LLC's KOCT Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 0.38% in Q2 2026, selling an estimated $1.81K and leaving 13,260 shares worth $495K. The position accounts for 0.38% of the portfolio, ranked #59.

Todd Wealth Management, LLC first reported a position in KOCT in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Todd Wealth Management, LLC held 13,260 shares of Innovator US Small Cap Power Buffer ETF October worth $495K as of Q2 2026.
  • Todd Wealth Management, LLC sold 50 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $1.81K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.38% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #59 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.