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Global Strategic Investment Solutions’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Global Strategic Investment Solutions’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 		$1.87M Sell
55,148
-12,148
-18% -$418K 0.18% 60
2025
Q4 		$2.27M Sell
67,296
-7,149
-10% -$238K 0.22% 52
2025
Q3 		$2.46M Sell
74,445
-14,690
-16% -$465K 0.25% 51
2025
Q2 		$2.72M Sell
89,135
-10,645
-11% -$312K 0.29% 48
2025
Q1 		$2.92M Sell
99,780
-10,573
-10% -$322K 0.34% 44
2024
Q4 		$3.37M Sell
110,353
-8,538
-7% -$263K 0.39% 42
2024
Q3 		$3.61M Sell
118,891
-54,854
-32% -$1.62M 0.42% 38
2024
Q2 		$4.97M Sell
173,745
-59,511
-26% -$1.68M 0.6% 35
2024
Q1 		$6.64M Sell
233,256
-53,676
-19% -$1.48M 0.77% 30
2023
Q4 		$7.9M Buy
286,932
+251,301
+705% +$6.51M 0.97% 28
2023
Q3 		$915K Sell
35,631
-45,551
-56% -$1.23M 0.12% 68
2023
Q2 		$2.2M Sell
81,182
-4,072
-5% -$106K 0.27% 51
2023
Q1 		$2.21M Sell
85,254
-120
-0.1% -$3.15K 0.32% 47
2022
Q4 		$2.16M Buy
85,374
+58,086
+213% +$1.46M 0.14% 48
2022
Q3 		$660K Buy
+27,288
New +$694K 0.03% 78

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Global Strategic Investment Solutions's KOCT Position: Q1 2026 in Review

Global Strategic Investment Solutions reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 18% in Q1 2026, selling an estimated $418K and leaving 55,148 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #60.

Global Strategic Investment Solutions first reported a position in KOCT in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.9M in Q4 2023. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Global Strategic Investment Solutions held 55,148 shares of Innovator US Small Cap Power Buffer ETF October worth $1.87M as of Q1 2026.
  • Global Strategic Investment Solutions sold 12,148 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $418K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.18% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #60 holding.
  • Global Strategic Investment Solutions first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2022 and has held it in 15 quarters since.
  • Global Strategic Investment Solutions's Innovator US Small Cap Power Buffer ETF October position peaked at $7.9M in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.