Mercer Global Advisors
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Mercer Global Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Mercer Global Advisors’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
Q1 		– Sell
-18,658
Closed -$628K – 3293
2025
Q4 		$628K Sell
18,658
-13,500
-42% -$450K ﹤0.01% 1720
2025
Q3 		$1.06M Buy
+32,158
New +$1.02M ﹤0.01% 1350

Other funds holding KOCT

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CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Mercer Global Advisors's KOCT Position: Q1 2026 in Review

Mercer Global Advisors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2026, closing a stake of 18,658 shares — an estimated $628K sold.

Mercer Global Advisors first reported a position in KOCT in Q3 2025 and held it in 2 quarters. The position peaked at $1.06M in Q3 2025. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Mercer Global Advisors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 18,658 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $628K.
  • Mercer Global Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $1.06M in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.