Kingsview Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Kingsview Wealth Management’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
2025 Q4	–	Sell	-9,319	Closed	-$308K	–	1293
2025 Q3	$308K	Sell	9,319 -25,392	-73%	-$804K	﹤0.01%	948
2025 Q2	$1.06M	Sell	34,711 -1,432	-4%	-$42K	0.02%	569
2025 Q1	$1.06M	Buy	36,143 +172	+0.5%	+$5.23K	0.02%	527
2024 Q4	$1.1M	Buy	+35,971	New	+$1.11M	0.02%	522
2021 Q2	–	Sell	-16,411	Closed	-$436K	–	962
2021 Q1	$436K	Hold	16,411	–	–	0.02%	536
2020 Q4	$426K	Buy	+16,411	New	+$413K	0.03%	479

Other funds holding KOCT

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kingsview Wealth Management's KOCT Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q4 2025, closing a stake of 9,319 shares — an estimated $308K sold.

Kingsview Wealth Management first reported a position in KOCT in Q4 2020 and held it in 6 quarters. The position peaked at $1.1M in Q4 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q4 2025.

Kingsview Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 9,319 Innovator US Small Cap Power Buffer ETF October shares in Q4 2025, an estimated $308K.
Kingsview Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2020 and held it in 6 quarters.
Kingsview Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $1.1M in Q4 2024.
94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.