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

Elmwood 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
2026
Q2 		$228K Sell
6,100
-2,350
-28% -$85K 0.06% 181
2026
Q1 		$287K Hold
8,450
– – 0.08% 158
2025
Q4 		$285K Buy
8,450
+2,350
+39% +$78.4K 0.09% 147
2025
Q3 		$201K Buy
+6,100
New +$193K 0.07% 136
2025
Q2 		– Sell
-7,600
Closed -$222K – 133
2025
Q1 		$222K Sell
7,600
-600
-7% -$18.2K 0.09% 126
2024
Q4 		$251K Buy
8,200
+1,200
+17% +$37K 0.1% 123
2024
Q3 		$213K Buy
+7,000
New +$206K 0.09% 124

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

Elmwood Wealth Management's KOCT Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 28% in Q2 2026, selling an estimated $85K and leaving 6,100 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #181.

Elmwood Wealth Management first reported a position in KOCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $287K in Q1 2026. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Elmwood Wealth Management held 6,100 shares of Innovator US Small Cap Power Buffer ETF October worth $228K as of Q2 2026.
  • Elmwood Wealth Management sold 2,350 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $85K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Elmwood Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2024 and has held it in 7 quarters since.
  • Elmwood Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $287K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.