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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
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 $94.2B AUM 21.24% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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 $104M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Larson Financial Group's KOCT Position: Q1 2026 in Review

Larson Financial Group held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 500 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Larson Financial Group first reported a position in KOCT in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Larson Financial Group held 500 shares of Innovator US Small Cap Power Buffer ETF October worth $17K as of Q1 2026.
  • Larson Financial Group 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 ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1937 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 6 quarters since.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.