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Keating Financial Advisory Services’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Keating Financial Advisory Services’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 		$453K Hold
13,352
– – 0.07% 184
2025
Q4 		$450K Buy
+13,352
New +$445K 0.06% 231

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Creative Planning
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
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LPL Financial
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GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Keating Financial Advisory Services's KOCT Position: Q1 2026 in Review

Keating Financial Advisory Services held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 13,352 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #184.

Keating Financial Advisory Services first reported a position in KOCT in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Keating Financial Advisory Services held 13,352 shares of Innovator US Small Cap Power Buffer ETF October worth $453K as of Q1 2026.
  • Keating Financial Advisory Services 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 0.07% of Keating Financial Advisory Services's portfolio in Q1 2026, its #184 holding.
  • Keating Financial Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.