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Maltin Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Maltin Wealth Management’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
Q2 		– Sell
-23,670
Closed -$693K – 136
2025
Q1 		$693K Buy
+23,670
New +$720K 0.33% 66
2024
Q3 		– Sell
-25,134
Closed -$719K – 127
2024
Q2 		$719K Buy
25,134
+925
+4% +$26.1K 0.39% 64
2024
Q1 		$689K Buy
24,209
+10,910
+82% +$301K 0.39% 67
2023
Q4 		$366K Buy
+13,299
New +$344K 0.23% 82

Other funds holding KOCT

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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Maltin Wealth Management's KOCT Position: Q2 2025 in Review

Maltin Wealth Management sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2025, closing a stake of 23,670 shares — an estimated $693K sold.

Maltin Wealth Management first reported a position in KOCT in Q4 2023 and held it in 4 quarters. The position peaked at $719K in Q2 2024. 82 funds tracked by Wall St. Rank hold KOCT as of Q2 2025.

  • Maltin Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 23,670 Innovator US Small Cap Power Buffer ETF October shares in Q2 2025, an estimated $693K.
  • Maltin Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2023 and held it in 4 quarters.
  • Maltin Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $719K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.