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Forvis Mazars Wealth Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Forvis Mazars Wealth Advisors’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 		– Sell
-6,314
Closed -$213K – 409
2025
Q4 		$213K Hold
6,314
– – ﹤0.01% 396
2025
Q3 		$208K Sell
6,314
-6,688
-51% -$212K ﹤0.01% 392
2025
Q2 		$397K Sell
13,002
-1,642
-11% -$48.2K 0.01% 324
2025
Q1 		$429K Sell
14,644
-10,559
-42% -$321K 0.01% 305
2024
Q4 		$770K Sell
25,203
-13,353
-35% -$412K 0.02% 253
2024
Q3 		$1.17M Sell
38,556
-5,889
-13% -$174K 0.03% 213
2024
Q2 		$1.27M Sell
44,445
-9,109
-17% -$257K 0.03% 191
2024
Q1 		$1.52M Sell
53,554
-4,764
-8% -$132K 0.04% 184
2023
Q4 		$1.6M Sell
58,318
-12,038
-17% -$312K 0.04% 172
2023
Q3 		$1.81M Sell
70,356
-3,496
-5% -$94.7K 0.05% 155
2023
Q2 		$2M Sell
73,852
-1,545
-2% -$40.2K 0.06% 164
2023
Q1 		$1.96M Sell
75,397
-1,691
-2% -$44.4K 0.06% 152
2022
Q4 		$1.95M Buy
77,088
+290
+0.4% +$7.31K 0.07% 144
2022
Q3 		$1.86M Buy
76,798
+41,749
+119% +$1.06M 0.08% 145
2022
Q2 		$846K Buy
+35,049
New +$878K 0.03% 200

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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

Forvis Mazars Wealth Advisors's KOCT Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2026, closing a stake of 6,314 shares — an estimated $213K sold.

Forvis Mazars Wealth Advisors first reported a position in KOCT in Q2 2022 and held it in 15 quarters. The position peaked at $2M in Q2 2023. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 6,314 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $213K.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2022 and held it in 15 quarters.
  • Forvis Mazars Wealth Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $2M in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.