Janney Montgomery Scott’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Janney Montgomery Scott’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 Q1	$715K	Hold	21,075	–	–	﹤0.01%	1835
2025 Q4	$710K	Sell	21,075 -265	-1%	-$8.84K	﹤0.01%	1963
2025 Q3	$705K	Buy	+21,340	New	+$676K	﹤0.01%	1944
2025 Q1	–	Sell	-24,540	Closed	-$750K	–	2776
2024 Q4	$750K	Buy	+24,540	New	+$757K	﹤0.01%	1741
2023 Q2	–	Sell	-41,918	Closed	-$1.09M	–	2684
2023 Q1	$1.09M	Sell	41,918 -143	-0.3%	-$3.75K	﹤0.01%	1274
2022 Q4	$1.06M	Buy	+42,061	New	+$1.06M	﹤0.01%	1338
2020 Q3	–	Sell	-9,896	Closed	-$237K	–	2104
2020 Q2	$237K	Sell	9,896 -62,733	-86%	-$1.42M	﹤0.01%	1752
2020 Q1	$1.54M	Sell	72,629 -996	-1%	-$23.8K	0.01%	790
2019 Q4	$1.86M	Buy	+73,625	New	+$1.83M	0.01%	825

Other funds holding KOCT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFGF

Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Janney Montgomery Scott's KOCT Position: Q1 2026 in Review

Janney Montgomery Scott held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 21,075 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Janney Montgomery Scott first reported a position in KOCT in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2019. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

Janney Montgomery Scott held 21,075 shares of Innovator US Small Cap Power Buffer ETF October worth $715K as of Q1 2026.
Janney Montgomery Scott left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1835 holding.
Janney Montgomery Scott first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2019 and has held it in 9 quarters since.
Janney Montgomery Scott's Innovator US Small Cap Power Buffer ETF October position peaked at $1.86M in Q4 2019.
94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.