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Independent Financial Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Independent Financial 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
2026
Q3 		$1.04M Buy
27,681
+237
+0.9% +$8.95K 0.02% 668
2026
Q2 		$1.03M Buy
27,444
+600
+2% +$21.7K 0.02% 677
2026
Q1 		$911K Hold
26,844
– – 0.02% 661
2025
Q4 		$904K Sell
26,844
-45
-0.2% -$1.5K 0.02% 657
2025
Q3 		$888K Hold
26,889
– – 0.02% 642
2025
Q2 		$820K Hold
26,889
– – 0.02% 608
2025
Q1 		$787K Hold
26,889
– – 0.03% 553
2024
Q4 		$822K Buy
26,889
+1,000
+4% +$30.9K 0.03% 528
2024
Q3 		$786K Buy
25,889
+2,389
+10% +$70.5K 0.03% 511
2024
Q2 		$672K Hold
23,500
– – 0.03% 508
2024
Q1 		$669K Buy
23,500
+2,079
+10% +$57.4K 0.03% 493
2023
Q4 		$590K Buy
21,421
+1,000
+5% +$25.9K 0.03% 512
2023
Q3 		$524K Hold
20,421
– – 0.03% 479
2023
Q2 		$553K Sell
20,421
-371
-2% -$9.66K 0.04% 458
2023
Q1 		$539K Hold
20,792
– – 0.04% 436
2022
Q4 		$525K Hold
20,792
– – 0.05% 411
2022
Q3 		$503K Buy
+20,792
New +$529K 0.05% 396

Other funds holding KOCT

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's KOCT Position: Q3 2026 in Review

Independent Financial Group increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 0.86% in Q3 2026, buying an estimated $8.95K and bringing the position to 27,681 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #668.

Independent Financial Group first reported a position in KOCT in Q3 2022 and has held it in 17 quarters since. 11 funds tracked by Wall St. Rank hold KOCT as of Q3 2026.

  • Independent Financial Group held 27,681 shares of Innovator US Small Cap Power Buffer ETF October worth $1.04M as of Q3 2026.
  • Independent Financial Group bought 237 Innovator US Small Cap Power Buffer ETF October shares in Q3 2026, an estimated $8.95K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #668 holding.
  • Independent Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2022 and has held it in 17 quarters since.
  • 11 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.