Morgan Stanley’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Morgan Stanley’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	$37	Hold	1	–	–	﹤0.01%	8176
2026 Q1	$34	Hold	1	–	–	﹤0.01%	8063
2025 Q4	$34	Hold	1	–	–	﹤0.01%	7975
2025 Q3	$33	Hold	1	–	–	﹤0.01%	7960
2025 Q2	$31	Hold	1	–	–	﹤0.01%	7915
2025 Q1	$29	Hold	1	–	–	﹤0.01%	7893
2024 Q4	$31	Hold	1	–	–	﹤0.01%	7763
2024 Q3	$30	Hold	1	–	–	﹤0.01%	7736
2024 Q2	$29	Hold	1	–	–	﹤0.01%	7679
2024 Q1	$28	Hold	1	–	–	﹤0.01%	7653
2023 Q4	$28	Buy	+1	New	+$26	﹤0.01%	7634
2021 Q1	–	Sell	-5,000	Closed	-$130K	–	7523
2020 Q4	$130K	Buy	+5,000	New	+$126K	﹤0.01%	5800

Other funds holding KOCT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFGF

Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley's KOCT Position: Q2 2026 in Review

Morgan Stanley held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q2 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #8176.

Morgan Stanley first reported a position in KOCT in Q4 2020 and has held it in 12 quarters since. The position peaked at $130K in Q4 2020. 95 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Morgan Stanley held 1 share of Innovator US Small Cap Power Buffer ETF October worth $37 as of Q2 2026.
Morgan Stanley left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8176 holding.
Morgan Stanley first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2020 and has held it in 12 quarters since.
Morgan Stanley's Innovator US Small Cap Power Buffer ETF October position peaked at $130K in Q4 2020.
95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.