LPL Financial
KOCT icon

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

LPL Financial’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 		$2.31M Buy
61,892
+5,622
+10% +$203K ﹤0.01% 3595
2026
Q1 		$1.91M Buy
56,270
+1,167
+2% +$40.2K ﹤0.01% 3556
2025
Q4 		$1.86M Buy
55,103
+8,912
+19% +$297K ﹤0.01% 3490
2025
Q3 		$1.53M Buy
46,191
+9,861
+27% +$312K ﹤0.01% 3580
2025
Q2 		$1.11M Buy
36,330
+4,507
+14% +$132K ﹤0.01% 3661
2025
Q1 		$931K Sell
31,823
-2,395
-7% -$72.8K ﹤0.01% 3615
2024
Q4 		$1.05M Buy
34,218
+1,534
+5% +$47.3K ﹤0.01% 3452
2024
Q3 		$992K Buy
32,684
+3,914
+14% +$115K ﹤0.01% 3418
2024
Q2 		$822K Buy
28,770
+1,128
+4% +$31.8K ﹤0.01% 3440
2024
Q1 		$787K Buy
27,642
+742
+3% +$20.5K ﹤0.01% 3406
2023
Q4 		$740K Buy
+26,900
New +$697K ﹤0.01% 3324

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

LPL Financial's KOCT Position: Q2 2026 in Review

LPL Financial increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 10% in Q2 2026, buying an estimated $203K and bringing the position to 61,892 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

LPL Financial first reported a position in KOCT in Q4 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • LPL Financial held 61,892 shares of Innovator US Small Cap Power Buffer ETF October worth $2.31M as of Q2 2026.
  • LPL Financial bought 5,622 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $203K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3595 holding.
  • LPL Financial first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.