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

Raymond James 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
Q1 		$902K Sell
26,582
-12,180
-31% -$419K ﹤0.01% 3936
2025
Q4 		$1.31M Buy
38,762
+20,546
+113% +$685K ﹤0.01% 3609
2025
Q3 		$601K Sell
18,216
-16,585
-48% -$525K ﹤0.01% 4004
2025
Q2 		$1.06M Buy
34,801
+808
+2% +$23.7K ﹤0.01% 3539
2025
Q1 		$995K Sell
33,993
-10,651
-24% -$324K ﹤0.01% 3495
2024
Q4 		$1.36M Buy
+44,644
New +$1.38M ﹤0.01% 3237

Other funds holding KOCT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Raymond James Financial's KOCT Position: Q1 2026 in Review

Raymond James Financial reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 31% in Q1 2026, selling an estimated $419K and leaving 26,582 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

Raymond James Financial first reported a position in KOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Raymond James Financial held 26,582 shares of Innovator US Small Cap Power Buffer ETF October worth $902K as of Q1 2026.
  • Raymond James Financial sold 12,180 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $419K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3936 holding.
  • Raymond James Financial first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Innovator US Small Cap Power Buffer ETF October position peaked at $1.36M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.