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

Marcum Wealth’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
2024
Q1 		– Sell
-7,942
Closed -$219K – 406
2023
Q4 		$219K Buy
+7,942
New +$206K 0.02% 316

Other funds holding KOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Marcum Wealth's KOCT Position: Q1 2024 in Review

Marcum Wealth sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2024, closing a stake of 7,942 shares — an estimated $219K sold.

Marcum Wealth first reported a position in KOCT in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 77 funds tracked by Wall St. Rank hold KOCT as of Q1 2024.

  • Marcum Wealth reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Marcum Wealth sold 7,942 Innovator US Small Cap Power Buffer ETF October shares in Q1 2024, an estimated $219K.
  • Marcum Wealth first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Marcum Wealth's Innovator US Small Cap Power Buffer ETF October position peaked at $219K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.