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GM Advisory Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

GM Advisory Group’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
2025
Q4 		– Sell
-12,668
Closed -$418K – 357
2025
Q3 		$418K Buy
+12,668
New +$401K 0.02% 210

Other funds holding KOCT

CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
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

GM Advisory Group's KOCT Position: Q4 2025 in Review

GM Advisory Group sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q4 2025, closing a stake of 12,668 shares — an estimated $418K sold.

GM Advisory Group first reported a position in KOCT in Q3 2025 and held it in 1 quarter. The position peaked at $418K in Q3 2025. 95 funds tracked by Wall St. Rank hold KOCT as of Q4 2025.

  • GM Advisory Group reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • GM Advisory Group sold 12,668 Innovator US Small Cap Power Buffer ETF October shares in Q4 2025, an estimated $418K.
  • GM Advisory Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2025 and held it in 1 quarter.
  • GM Advisory Group's Innovator US Small Cap Power Buffer ETF October position peaked at $418K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.