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

Nations Financial Group’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 		$595K Sell
17,537
-420
-2% -$14.5K 0.03% 502
2025
Q4 		$605K Sell
17,957
-432
-2% -$14.4K 0.03% 475
2025
Q3 		$607K Sell
18,389
-1,171
-6% -$37.1K 0.04% 447
2025
Q2 		$597K Buy
19,560
+110
+0.6% +$3.23K 0.04% 410
2025
Q1 		$569K Sell
19,450
-110
-0.6% -$3.35K 0.04% 394
2024
Q4 		$598K Buy
19,560
+95
+0.5% +$2.93K 0.04% 394
2024
Q3 		$591K Sell
19,465
-2,179
-10% -$64.3K 0.04% 397
2024
Q2 		$619K Sell
21,644
-290
-1% -$8.19K 0.05% 360
2024
Q1 		$624K Sell
21,934
-2,238
-9% -$61.8K 0.05% 361
2023
Q4 		$665K Sell
24,172
-260
-1% -$6.73K 0.06% 313
2023
Q3 		$627K Sell
24,432
-1,065
-4% -$28.8K 0.06% 312
2023
Q2 		$690K Sell
25,497
-210
-0.8% -$5.47K 0.07% 301
2023
Q1 		$667K Buy
25,707
+1,725
+7% +$45.2K 0.07% 294
2022
Q4 		$605K Buy
23,982
+1,275
+6% +$32.1K 0.07% 313
2022
Q3 		$549K Buy
22,707
+2,040
+10% +$51.9K 0.08% 276
2022
Q2 		$499K Sell
20,667
-70
-0.3% -$1.75K 0.07% 305
2022
Q1 		$548K Buy
20,737
+2,903
+16% +$76.1K 0.07% 302
2021
Q4 		$489K Buy
+17,834
New +$489K 0.06% 297

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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

Nations Financial Group's KOCT Position: Q1 2026 in Review

Nations Financial Group reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 2.3% in Q1 2026, selling an estimated $14.5K and leaving 17,537 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #502.

Nations Financial Group first reported a position in KOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $690K in Q2 2023. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Nations Financial Group held 17,537 shares of Innovator US Small Cap Power Buffer ETF October worth $595K as of Q1 2026.
  • Nations Financial Group sold 420 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $14.5K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.03% of Nations Financial Group's portfolio in Q1 2026, its #502 holding.
  • Nations Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • Nations Financial Group's Innovator US Small Cap Power Buffer ETF October position peaked at $690K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.