Outlook Wealth Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Sell |
8,756
-61
| -0.7% | -$1.86K | 0.07% | 237 |
|
2025
Q1 | $258K | Hold |
8,817
| – | – | 0.07% | 240 |
|
2024
Q4 | $270K | Hold |
8,817
| – | – | 0.08% | 223 |
|
2024
Q3 | $268K | Hold |
8,817
| – | – | 0.08% | 227 |
|
2024
Q2 | $467K | Sell |
8,817
-968
| -10% | -$51.3K | 0.15% | 139 |
|
2024
Q1 | $279K | Hold |
9,785
| – | – | 0.09% | 221 |
|
2023
Q4 | $269K | Buy |
+9,785
| New | +$269K | 0.09% | 181 |
|