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Jeff Yass’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Jeff Yass’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 		$2.64M Buy
+70,589
New +$2.55M ﹤0.01% 5891
2026
Q1 		– Sell
-19,641
Closed -$661K – 13664
2025
Q4 		$661K Buy
+19,641
New +$655K ﹤0.01% 8162
2025
Q3 		– Sell
-11,218
Closed -$342K – 13202
2025
Q2 		$342K Sell
11,218
-10,518
-48% -$309K ﹤0.01% 10051
2025
Q1 		$636K Buy
+21,736
New +$661K ﹤0.01% 8373
2024
Q4 		– Sell
-26,773
Closed -$813K – 12744
2024
Q3 		$813K Buy
26,773
+10,156
+61% +$299K ﹤0.01% 7309
2024
Q2 		$475K Buy
+16,617
New +$469K ﹤0.01% 8383
2024
Q1 		– Sell
-12,242
Closed -$337K – 12785
2023
Q4 		$337K Buy
+12,242
New +$317K ﹤0.01% 9582
2023
Q1 		– Sell
-25,007
Closed -$631K – 13072
2022
Q4 		$631K Buy
+25,007
New +$630K ﹤0.01% 7268
2022
Q3 		– Sell
-13,983
Closed -$338K – 13687
2022
Q2 		$338K Sell
13,983
-9,621
-41% -$241K ﹤0.01% 9247
2022
Q1 		$623K Buy
+23,604
New +$619K ﹤0.01% 8371
2021
Q4 		– Sell
-21,502
Closed -$579K – 13525
2021
Q3 		$579K Buy
21,502
+4,224
+24% +$113K ﹤0.01% 8995
2021
Q2 		$463K Buy
17,278
+5,539
+47% +$148K ﹤0.01% 9764
2021
Q1 		$311K Sell
11,739
-12,091
-51% -$318K ﹤0.01% 10517
2020
Q4 		$618K Sell
23,830
-1,883
-7% -$47.4K ﹤0.01% 7821
2020
Q3 		$616K Buy
+25,713
New +$631K ﹤0.01% 7242
2020
Q2 		– Sell
-91,086
Closed -$1.93M – 10541
2020
Q1 		$1.93M Buy
91,086
+79,375
+678% +$1.9M ﹤0.01% 4032
2019
Q4 		$296K Buy
+11,711
New +$291K ﹤0.01% 8034

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's KOCT Position: Q2 2026 in Review

Jeff Yass opened a new position in Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2026: 70,589 shares worth $2.64M. The stake represents ﹤0.01% of the portfolio and ranks #5891 among its holdings. This is a return to the name: Jeff Yass previously reported a position in KOCT as recently as Q4 2025.

Jeff Yass first reported a position in KOCT in Q4 2019 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Jeff Yass held 70,589 shares of Innovator US Small Cap Power Buffer ETF October worth $2.64M as of Q2 2026.
  • Innovator US Small Cap Power Buffer ETF October was a new Jeff Yass position in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5891 holding.
  • Jeff Yass first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2019 and has held it in 17 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.