KWM
AOCT

KFG Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

KFG Wealth Management’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$500K Buy
19,456
+7,197
+59% +$185K 0.08% 127
2025
Q1 		$304K Sell
12,259
-402
-3% -$9.98K 0.06% 153
2024
Q4 		$315K Buy
+12,661
New +$315K 0.06% 138