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PlanVest Financial’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

PlanVest Financial’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 		$13.1K Hold
350
– – 0.01% 383
2026
Q1 		$11.9K Buy
+350
New +$12.1K 0.01% 362

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PlanVest Financial's KOCT Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q2 2026 at 350 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #383.

PlanVest Financial first reported a position in KOCT in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • PlanVest Financial held 350 shares of Innovator US Small Cap Power Buffer ETF October worth $13.1K as of Q2 2026.
  • PlanVest Financial left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF October made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #383 holding.
  • PlanVest Financial first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.