Envestnet Asset Management
KOCT icon

Envestnet Asset Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Envestnet Asset 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
Q1 		$1.78M Buy
52,456
+983
+2% +$33.8K ﹤0.01% 3089
2025
Q4 		$1.73M Sell
51,473
-17,715
-26% -$591K ﹤0.01% 2935
2025
Q3 		$2.28M Sell
69,188
-3,645
-5% -$115K ﹤0.01% 2796
2025
Q2 		$2.22M Sell
72,833
-14,730
-17% -$432K ﹤0.01% 2755
2025
Q1 		$2.56M Sell
87,563
-2,862
-3% -$87K ﹤0.01% 2562
2024
Q4 		$2.76M Buy
90,425
+17,407
+24% +$537K ﹤0.01% 2492
2024
Q3 		$2.22M Buy
73,018
+4,580
+7% +$135K ﹤0.01% 2584
2024
Q2 		$1.96M Buy
68,438
+1,644
+2% +$46.4K ﹤0.01% 2613
2024
Q1 		$1.9M Sell
66,794
-7,359
-10% -$203K ﹤0.01% 2609
2023
Q4 		$2.04M Buy
74,153
+62,011
+511% +$1.61M ﹤0.01% 2458
2023
Q3 		$312K Buy
12,142
+963
+9% +$26.1K ﹤0.01% 3511
2023
Q2 		$303K Buy
11,179
+1,596
+17% +$41.5K ﹤0.01% 3482
2023
Q1 		$249K Buy
+9,583
New +$251K ﹤0.01% 3542
2022
Q2 		– Sell
-22,348
Closed -$590K – 3999
2022
Q1 		$590K Buy
22,348
+5,763
+35% +$151K ﹤0.01% 3024
2021
Q4 		$454K Buy
+16,585
New +$455K ﹤0.01% 3131

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Envestnet Asset Management's KOCT Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 1.9% in Q1 2026, buying an estimated $33.8K and bringing the position to 52,456 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Envestnet Asset Management first reported a position in KOCT in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.76M in Q4 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Envestnet Asset Management held 52,456 shares of Innovator US Small Cap Power Buffer ETF October worth $1.78M as of Q1 2026.
  • Envestnet Asset Management bought 983 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $33.8K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3089 holding.
  • Envestnet Asset Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 15 quarters since.
  • Envestnet Asset Management's Innovator US Small Cap Power Buffer ETF October position peaked at $2.76M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.