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Frontier Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Frontier Wealth Management’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
2022
Q2 		$261K Hold
10,800
– – 0.02% 320
2022
Q1 		$279K Hold
10,800
– – ﹤0.01% 319
2021
Q4 		$296K Buy
+10,800
New +$296K 0.02% 331

Other funds holding KOCT

DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ETIA
Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return

Frontier Wealth Management's KOCT Position: Q2 2022 in Review

Frontier Wealth Management held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q2 2022 at 10,800 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #320.

Frontier Wealth Management first reported a position in KOCT in Q4 2021 and has held it in 3 quarters since. The position peaked at $296K in Q4 2021. 36 funds tracked by Wall St. Rank hold KOCT as of Q2 2022.

  • Frontier Wealth Management held 10,800 shares of Innovator US Small Cap Power Buffer ETF October worth $261K as of Q2 2022.
  • Frontier Wealth Management left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q2 2022.
  • Innovator US Small Cap Power Buffer ETF October made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #320 holding.
  • Frontier Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 3 quarters since.
  • Frontier Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $296K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.