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 Q3	–	Sell	-353	Closed	-$13.2K	–	3951
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	$15.2K	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

Compass Financial Group (Florida) Deerfield Beach, Florida $240M AUM 9.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Larson Financial Group's KOCT Position: Q3 2026 in Review

Larson Financial Group sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2026, closing a stake of 353 shares — an estimated $13.2K sold.

Larson Financial Group first reported a position in KOCT in Q4 2024 and held it in 7 quarters. The position peaked at $17K in Q1 2026. 54 funds tracked by Wall St. Rank hold KOCT as of Q3 2026.

Larson Financial Group reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2026 after selling out during the quarter.
Larson Financial Group sold 353 Innovator US Small Cap Power Buffer ETF October shares in Q3 2026, an estimated $13.2K.
Larson Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and held it in 7 quarters.
Larson Financial Group's Innovator US Small Cap Power Buffer ETF October position peaked at $17K in Q1 2026.
54 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.