Forvis Mazars Wealth Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $770K | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $846K | Buy |
|