Founders Financial Securities’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Founders Financial Securities’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	$1.39M	Buy	37,226 +4,047	+12%	+$146K	0.07%	252
2026 Q1	$1.16M	Buy	33,179 +4,915	+17%	+$169K	0.07%	267
2025 Q4	$952K	Buy	28,264 +3,881	+16%	+$129K	0.06%	287
2025 Q3	$805K	Buy	24,383 +5,008	+26%	+$159K	0.05%	281
2025 Q2	$591K	Buy	19,375 +4,693	+32%	+$138K	0.04%	310
2025 Q1	$424K	Buy	+14,682	New	+$446K	0.04%	337

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

Founders Financial Securities's KOCT Position: Q2 2026 in Review

Founders Financial Securities increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 12% in Q2 2026, buying an estimated $146K and bringing the position to 37,226 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #252.

Founders Financial Securities first reported a position in KOCT in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Founders Financial Securities held 37,226 shares of Innovator US Small Cap Power Buffer ETF October worth $1.39M as of Q2 2026.
Founders Financial Securities bought 4,047 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $146K.
Innovator US Small Cap Power Buffer ETF October made up 0.07% of Founders Financial Securities's portfolio in Q2 2026, its #252 holding.
Founders Financial Securities first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2025 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.