GI
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Gradient Investments’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-1,491
Closed -$38.7K – 1838
2023
Q1 		$38.7K Sell
1,491
-503,683
-100% -$13.2M ﹤0.01% 538
2022
Q4 		$12.8M Buy
+505,174
New +$12.7M 0.4% 90

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Gradient Investments's KOCT Position: Q2 2023 in Review

Gradient Investments sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2023, closing a stake of 1,491 shares — an estimated $38.7K sold.

Gradient Investments first reported a position in KOCT in Q4 2022 and held it in 2 quarters. The position peaked at $12.8M in Q4 2022. 54 funds tracked by Wall St. Rank hold KOCT as of Q2 2023.

  • Gradient Investments reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 1,491 Innovator US Small Cap Power Buffer ETF October shares in Q2 2023, an estimated $38.7K.
  • Gradient Investments first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Gradient Investments's Innovator US Small Cap Power Buffer ETF October position peaked at $12.8M in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.