Focus Partners Wealth’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Focus Partners Wealth’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	$1.45M	Buy	38,791 +211	+0.5%	+$7.63K	﹤0.01%	1480
2026 Q1	$1.31M	Hold	38,580	–	–	﹤0.01%	1494
2025 Q4	$1.3M	Sell	38,580 -2,600	-6%	-$86.7K	﹤0.01%	1523
2025 Q3	$1.36M	Sell	41,180 -5,800	-12%	-$184K	﹤0.01%	1161
2025 Q2	$1.43M	Hold	46,980	–	–	﹤0.01%	1003
2025 Q1	$1.38M	Sell	46,980 -600	-1%	-$18.2K	﹤0.01%	961
2024 Q4	$1.45M	Sell	47,580 -1,040	-2%	-$32.1K	﹤0.01%	946
2024 Q3	$1.48M	Hold	48,620	–	–	﹤0.01%	848
2024 Q2	$1.39M	Buy	+48,620	New	+$1.37M	﹤0.01%	722

Other funds holding KOCT

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Focus Partners Wealth's KOCT Position: Q2 2026 in Review

Focus Partners Wealth increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 0.55% in Q2 2026, buying an estimated $7.63K and bringing the position to 38,791 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Focus Partners Wealth first reported a position in KOCT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2024. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Focus Partners Wealth held 38,791 shares of Innovator US Small Cap Power Buffer ETF October worth $1.45M as of Q2 2026.
Focus Partners Wealth bought 211 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $7.63K.
Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1480 holding.
Focus Partners Wealth first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Innovator US Small Cap Power Buffer ETF October position peaked at $1.48M in Q3 2024.
96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.