Golden State Wealth Management’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
Q2
Sell
-310
Closed -$9.07K 1625
2025
Q1
$9.07K Buy
+310
New +$9.43K ﹤0.01% 1018

Other funds holding KOCT

Golden State Wealth Management's KOCT Position: Q2 2025 in Review

Golden State Wealth Management sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2025, closing a stake of 310 shares — an estimated $9.07K sold.

Golden State Wealth Management first reported a position in KOCT in Q1 2025 and held it in 1 quarter. The position peaked at $9.07K in Q1 2025. 82 funds tracked by Wall St. Rank hold KOCT as of Q2 2025.

  • Golden State Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 310 Innovator US Small Cap Power Buffer ETF October shares in Q2 2025, an estimated $9.07K.
  • Golden State Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $9.07K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.