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Raymond James Financial Services Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Raymond James Financial Services 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
Q3 		$242K Buy
7,963
+724
+10% +$21.4K ﹤0.01% 3067
2024
Q2 		$207K Sell
7,239
-320
-4% -$9.03K ﹤0.01% 3103
2024
Q1 		$215K Buy
+7,559
New +$209K ﹤0.01% 3055

Other funds holding KOCT

CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's KOCT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 10% in Q3 2024, buying an estimated $21.4K and bringing the position to 7,963 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Raymond James Financial Services Advisors first reported a position in KOCT in Q1 2024 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold KOCT as of Q3 2024.

  • Raymond James Financial Services Advisors held 7,963 shares of Innovator US Small Cap Power Buffer ETF October worth $242K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 724 Innovator US Small Cap Power Buffer ETF October shares in Q3 2024, an estimated $21.4K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3067 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q1 2024 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.