OWA
KOCT icon

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
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 $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 $376B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return