LBC
KOCT icon

Leigh Baldwin & Co’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Leigh Baldwin & Co’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
-8,900
Closed -$294K – 185
2025
Q3 		$294K Buy
8,900
+1,000
+13% +$31.7K 0.17% 147
2025
Q2 		$241K Hold
7,900
– – 0.16% 158
2025
Q1 		$231K Sell
7,900
-2,000
-20% -$60.8K 0.19% 148
2024
Q4 		$303K Buy
+9,900
New +$305K 0.26% 113

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 $1.03B AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Leigh Baldwin & Co's KOCT Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q4 2025, closing a stake of 8,900 shares — an estimated $294K sold.

Leigh Baldwin & Co first reported a position in KOCT in Q4 2024 and held it in 4 quarters. The position peaked at $303K in Q4 2024. 95 funds tracked by Wall St. Rank hold KOCT as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 8,900 Innovator US Small Cap Power Buffer ETF October shares in Q4 2025, an estimated $294K.
  • Leigh Baldwin & Co first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Innovator US Small Cap Power Buffer ETF October position peaked at $303K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.