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FormulaFolio Investments’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

FormulaFolio Investments’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
2020
Q1 		– Sell
-54,974
Closed -$1.39M – 335
2019
Q4 		$1.39M Buy
+54,974
New +$1.37M 0.05% 143

Other funds holding KOCT

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

FormulaFolio Investments's KOCT Position: Q1 2020 in Review

FormulaFolio Investments sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2020, closing a stake of 54,974 shares — an estimated $1.39M sold.

FormulaFolio Investments first reported a position in KOCT in Q4 2019 and held it in 1 quarter. The position peaked at $1.39M in Q4 2019. 16 funds tracked by Wall St. Rank hold KOCT as of Q1 2020.

  • FormulaFolio Investments reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 54,974 Innovator US Small Cap Power Buffer ETF October shares in Q1 2020, an estimated $1.39M.
  • FormulaFolio Investments first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2019 and held it in 1 quarter.
  • FormulaFolio Investments's Innovator US Small Cap Power Buffer ETF October position peaked at $1.39M in Q4 2019.
  • 16 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.