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

Pillar 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
2024 Q2	–	Sell	-8,010	Closed	-$228K	–	65
2024 Q1	$228K	Hold	8,010	–	–	0.17%	66
2023 Q4	$220K	Hold	8,010	–	–	0.17%	66
2023 Q3	$206K	Sell	8,010 -388	-5%	-$10.5K	0.18%	65
2023 Q2	$227K	Hold	8,398	–	–	0.19%	62
2023 Q1	$218K	Hold	8,398	–	–	0.22%	63
2022 Q4	$212K	Hold	8,398	–	–	0.2%	62
2022 Q3	$203K	Hold	8,398	–	–	0.2%	57
2022 Q2	$203K	Hold	8,398	–	–	0.21%	55
2022 Q1	$222K	Buy	8,398 +861	+11%	+$22.6K	0.21%	51
2021 Q4	$207K	Buy	+7,537	New	+$207K	0.2%	56

Other funds holding KOCT

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pillar Wealth Advisors's KOCT Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2024, closing a stake of 8,010 shares — an estimated $228K sold.

Pillar Wealth Advisors first reported a position in KOCT in Q4 2021 and held it in 10 quarters. The position peaked at $228K in Q1 2024. 74 funds tracked by Wall St. Rank hold KOCT as of Q2 2024.

Pillar Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 8,010 Innovator US Small Cap Power Buffer ETF October shares in Q2 2024, an estimated $228K.
Pillar Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and held it in 10 quarters.
Pillar Wealth Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $228K in Q1 2024.
74 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.