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Fiduciary Financial Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Fiduciary Financial Group’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 		$512K Hold
13,699
– – 0.06% 191
2026
Q1 		$465K Hold
13,699
– – 0.06% 185
2025
Q4 		$461K Buy
+13,699
New +$457K 0.07% 173

Other funds holding KOCT

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Fiduciary Financial Group's KOCT Position: Q2 2026 in Review

Fiduciary Financial Group held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q2 2026 at 13,699 shares worth $512K. The position accounts for 0.06% of the portfolio, ranked #191.

Fiduciary Financial Group first reported a position in KOCT in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Fiduciary Financial Group held 13,699 shares of Innovator US Small Cap Power Buffer ETF October worth $512K as of Q2 2026.
  • Fiduciary Financial Group left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF October made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #191 holding.
  • Fiduciary Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.