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

IFP 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 		$957K Sell
25,617
-1,700
-6% -$61.5K 0.02% 760
2026
Q1 		$927K Buy
27,317
+2,482
+10% +$85.5K 0.02% 725
2025
Q4 		$836K Buy
24,835
+13,486
+119% +$450K 0.02% 724
2025
Q3 		$375K Buy
11,349
+1,084
+11% +$34.3K 0.01% 971
2025
Q2 		$313K Sell
10,265
-2,367
-19% -$69.4K 0.01% 1048
2025
Q1 		$370K Hold
12,632
– – 0.01% 887
2024
Q4 		$386K Buy
12,632
+6,318
+100% +$195K 0.01% 835
2024
Q3 		$192K Buy
6,314
+500
+9% +$14.7K 0.01% 1114
2024
Q2 		$166K Hold
5,814
– – 0.01% 1130
2024
Q1 		$165K Hold
5,814
– – 0.01% 1090
2023
Q4 		$160K Buy
5,814
+2,683
+86% +$69.5K 0.01% 1059
2023
Q3 		$80.4K Buy
3,131
+1,533
+96% +$41.5K ﹤0.01% 1360
2023
Q2 		$43.3K Hold
1,598
– – ﹤0.01% 1668
2023
Q1 		$38.7K Sell
1,598
-5,813
-78% -$152K ﹤0.01% 1704
2022
Q4 		$179K Buy
7,411
+1,220
+20% +$30.7K ﹤0.01% 1409
2022
Q3 		$149K Hold
6,191
– – ﹤0.01% 1595
2022
Q2 		$149K Hold
6,191
– – ﹤0.01% 1456
2022
Q1 		$149K Buy
6,191
+5,400
+683% +$142K ﹤0.01% 1456
2021
Q4 		$22K Buy
+791
New +$21.7K ﹤0.01% 1903
2021
Q1 		– Sell
-121
Closed -$3.18K – 3124
2020
Q4 		$3K Sell
121
-300
-71% -$7.56K ﹤0.01% 2511
2020
Q3 		$10K Buy
421
+300
+248% +$7.36K ﹤0.01% 1898
2020
Q2 		$3K Sell
121
-907
-88% -$20.6K ﹤0.01% 2273
2020
Q1 		$22K Sell
1,028
-120
-10% -$2.87K ﹤0.01% 1442
2019
Q4 		$28K Buy
+1,148
New +$28.5K ﹤0.01% 1483

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFP Advisors's KOCT Position: Q2 2026 in Review

IFP Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 6.2% in Q2 2026, selling an estimated $61.5K and leaving 25,617 shares worth $957K. The position accounts for 0.02% of the portfolio, ranked #760.

IFP Advisors first reported a position in KOCT in Q4 2019 and has held it in 24 quarters since. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • IFP Advisors held 25,617 shares of Innovator US Small Cap Power Buffer ETF October worth $957K as of Q2 2026.
  • IFP Advisors sold 1,700 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $61.5K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #760 holding.
  • IFP Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2019 and has held it in 24 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.