KWM
KOCT icon

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 – 1294
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 $222M AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return