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Personal CFO Solutions’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Personal CFO Solutions’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
2024
Q1 		– Sell
-14,684
Closed -$404K – 563
2023
Q4 		$404K Buy
+14,684
New +$380K 0.07% 285
2020
Q4 		– Sell
-11,269
Closed – – 395
2020
Q3 		$0 Buy
+11,269
New +$277K ﹤0.01% 246

Other funds holding KOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Personal CFO Solutions's KOCT Position: Q1 2024 in Review

Personal CFO Solutions sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2024, closing a stake of 14,684 shares — an estimated $404K sold.

Personal CFO Solutions first reported a position in KOCT in Q3 2020 and held it in 2 quarters. The position peaked at $404K in Q4 2023. 77 funds tracked by Wall St. Rank hold KOCT as of Q1 2024.

  • Personal CFO Solutions reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 14,684 Innovator US Small Cap Power Buffer ETF October shares in Q1 2024, an estimated $404K.
  • Personal CFO Solutions first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2020 and held it in 2 quarters.
  • Personal CFO Solutions's Innovator US Small Cap Power Buffer ETF October position peaked at $404K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.