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Outlook Wealth Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Outlook Wealth 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 		$254K Sell
6,808
-1,948
-22% -$70.4K 0.06% 273
2026
Q1 		$297K Hold
8,756
– – 0.07% 253
2025
Q4 		$295K Hold
8,756
– – 0.07% 244
2025
Q3 		$289K Hold
8,756
– – 0.07% 240
2025
Q2 		$267K Sell
8,756
-61
-0.7% -$1.79K 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% -$27.3K 0.15% 139
2024
Q1 		$279K Hold
9,785
– – 0.09% 221
2023
Q4 		$269K Buy
+9,785
New +$253K 0.09% 181

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Outlook Wealth Advisors's KOCT Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 22% in Q2 2026, selling an estimated $70.4K and leaving 6,808 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #273.

Outlook Wealth Advisors first reported a position in KOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $467K in Q2 2024. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Outlook Wealth Advisors held 6,808 shares of Innovator US Small Cap Power Buffer ETF October worth $254K as of Q2 2026.
  • Outlook Wealth Advisors sold 1,948 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $70.4K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Outlook Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
  • Outlook Wealth Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $467K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.