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 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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Financial Group's KOCT Position: Q2 2026 in Review

Independent Financial Group increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 2.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 27,444 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #677.

Independent Financial Group first reported a position in KOCT in Q3 2022 and has held it in 16 quarters since. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Independent Financial Group held 27,444 shares of Innovator US Small Cap Power Buffer ETF October worth $1.03M as of Q2 2026.
Independent Financial Group bought 600 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $21.7K.
Innovator US Small Cap Power Buffer ETF October made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #677 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 16 quarters since.
96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.