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OneDigital Investment Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

OneDigital Investment 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
Q2 		$1.57M Buy
41,960
+6,023
+17% +$218K 0.01% 585
2026
Q1 		$1.22M Hold
35,937
– – 0.01% 618
2025
Q4 		$1.21M Buy
35,937
+24,900
+226% +$830K 0.01% 609
2025
Q3 		$364K Buy
+11,037
New +$350K ﹤0.01% 1081
2024
Q4 		– Sell
-16,315
Closed -$495K – 1472
2024
Q3 		$495K Hold
16,315
– – 0.01% 942
2024
Q2 		$466K Buy
+16,315
New +$461K 0.01% 927

Other funds holding KOCT

HighTower Advisors
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
PS
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

OneDigital Investment Advisors's KOCT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 17% in Q2 2026, buying an estimated $218K and bringing the position to 41,960 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #585.

OneDigital Investment Advisors first reported a position in KOCT in Q2 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • OneDigital Investment Advisors held 41,960 shares of Innovator US Small Cap Power Buffer ETF October worth $1.57M as of Q2 2026.
  • OneDigital Investment Advisors bought 6,023 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $218K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #585 holding.
  • OneDigital Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2024 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.