FHC
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First Heartland Consultants’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

First Heartland Consultants’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 		$260K Sell
6,961
-1,291
-16% -$46.7K 0.02% 515
2026
Q1 		$280K Sell
8,252
-542
-6% -$18.7K 0.02% 428
2025
Q4 		$296K Buy
8,794
+126
+1% +$4.2K 0.02% 423
2025
Q3 		$286K Sell
8,668
-528
-6% -$16.7K 0.02% 412
2025
Q2 		$280K Sell
9,196
-4,418
-32% -$130K 0.02% 400
2025
Q1 		$398K Hold
13,614
– – 0.04% 284
2024
Q4 		$416K Buy
13,614
+584
+4% +$18K 0.04% 274
2024
Q3 		$396K Buy
13,030
+455
+4% +$13.4K 0.04% 282
2024
Q2 		$359 Sell
12,575
-188
-1% -$5.31K 0.03% 311
2024
Q1 		$363K Buy
+12,763
New +$352K 0.04% 302

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
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 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
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

First Heartland Consultants's KOCT Position: Q2 2026 in Review

First Heartland Consultants reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 16% in Q2 2026, selling an estimated $46.7K and leaving 6,961 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #515.

First Heartland Consultants first reported a position in KOCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $416K in Q4 2024. 12 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • First Heartland Consultants held 6,961 shares of Innovator US Small Cap Power Buffer ETF October worth $260K as of Q2 2026.
  • First Heartland Consultants sold 1,291 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $46.7K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #515 holding.
  • First Heartland Consultants first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2024 and has held it in 10 quarters since.
  • First Heartland Consultants's Innovator US Small Cap Power Buffer ETF October position peaked at $416K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.