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Prime Capital Investment Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Prime Capital Investment 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 		$325K Sell
8,700
-762
-8% -$27.5K ﹤0.01% 831
2026
Q1 		$321K Buy
9,462
+1,497
+19% +$51.5K ﹤0.01% 810
2025
Q4 		$268K Buy
+7,965
New +$266K ﹤0.01% 865

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
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Prime Capital Investment Advisors's KOCT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 8.1% in Q2 2026, selling an estimated $27.5K and leaving 8,700 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Prime Capital Investment Advisors first reported a position in KOCT in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Prime Capital Investment Advisors held 8,700 shares of Innovator US Small Cap Power Buffer ETF October worth $325K as of Q2 2026.
  • Prime Capital Investment Advisors sold 762 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $27.5K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #831 holding.
  • Prime Capital Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.