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Larson Financial Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Larson Financial Group’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 		$13.2K Sell
353
-147
-29% -$5.31K ﹤0.01% 2243
2026
Q1 		$17K Hold
500
– – ﹤0.01% 1937
2025
Q4 		$16.8K Hold
500
– – ﹤0.01% 1815
2025
Q3 		$16.5K Hold
500
– – ﹤0.01% 1751
2025
Q2 		$15.3K Hold
500
– – ﹤0.01% 1618
2025
Q1 		$14.6K Hold
500
– – ﹤0.01% 1481
2024
Q4 		$15.3K Buy
+500
New +$15.4K ﹤0.01% 1324

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Larson Financial Group's KOCT Position: Q2 2026 in Review

Larson Financial Group reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 29% in Q2 2026, selling an estimated $5.31K and leaving 353 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Larson Financial Group first reported a position in KOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $17K in Q1 2026. 97 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Larson Financial Group held 353 shares of Innovator US Small Cap Power Buffer ETF October worth $13.2K as of Q2 2026.
  • Larson Financial Group sold 147 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $5.31K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2243 holding.
  • Larson Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Innovator US Small Cap Power Buffer ETF October position peaked at $17K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

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