HighTower Advisors
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HighTower Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

HighTower Advisors’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
Q2 		$11.1M Buy
297,483
+9,929
+3% +$359K 0.01% 889
2026
Q1 		$9.76M Buy
287,554
+245,099
+577% +$8.44M 0.01% 893
2025
Q4 		$1.43M Buy
42,455
+2,260
+6% +$75.4K ﹤0.01% 1877
2025
Q3 		$1.33M Hold
40,195
– – ﹤0.01% 1903
2025
Q2 		$1.23M Sell
40,195
-2,606
-6% -$76.5K ﹤0.01% 1875
2025
Q1 		$1.25M Hold
42,801
– – ﹤0.01% 1811
2024
Q4 		$1.31M Buy
42,801
+23,533
+122% +$726K ﹤0.01% 1791
2024
Q3 		$586K Hold
19,268
– – ﹤0.01% 2289
2024
Q2 		$552K Hold
19,268
– – ﹤0.01% 2246
2024
Q1 		$550K Sell
19,268
-4,780
-20% -$132K ﹤0.01% 2213
2023
Q4 		$662K Buy
24,048
+14,382
+149% +$372K ﹤0.01% 2127
2023
Q3 		$247K Sell
9,666
-547,346
-98% -$14.8M ﹤0.01% 2744
2023
Q2 		$15.1M Buy
557,012
+5,911
+1% +$154K 0.03% 521
2023
Q1 		$14.3M Buy
551,101
+13,404
+2% +$352K 0.03% 504
2022
Q4 		$13.6M Buy
+537,697
New +$13.5M 0.03% 512

Other funds holding KOCT

CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

HighTower Advisors's KOCT Position: Q2 2026 in Review

HighTower Advisors increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 3.5% in Q2 2026, buying an estimated $359K and bringing the position to 297,483 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #889.

HighTower Advisors first reported a position in KOCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.1M in Q2 2023. 64 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • HighTower Advisors held 297,483 shares of Innovator US Small Cap Power Buffer ETF October worth $11.1M as of Q2 2026.
  • HighTower Advisors bought 9,929 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $359K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #889 holding.
  • HighTower Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • HighTower Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $15.1M in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.