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

Evolution 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
Q1 		$3.39K Hold
100
– – ﹤0.01% 678
2025
Q4 		$3.37K Hold
100
– – ﹤0.01% 592
2025
Q3 		$3.3K Hold
100
– – ﹤0.01% 471
2025
Q2 		$3.05K Buy
+100
New +$2.93K ﹤0.01% 490

Other funds holding KOCT

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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

Evolution Wealth Management's KOCT Position: Q1 2026 in Review

Evolution Wealth Management held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 100 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Evolution Wealth Management first reported a position in KOCT in Q2 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Evolution Wealth Management held 100 shares of Innovator US Small Cap Power Buffer ETF October worth $3.39K as of Q1 2026.
  • Evolution Wealth Management left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #678 holding.
  • Evolution Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.