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Red Crane Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Red Crane Wealth Management’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
2025
Q2 		– Sell
-70,700
Closed -$2.07M – 65
2025
Q1 		$2.07M Sell
70,700
-649
-0.9% -$19.7K 1.98% 19
2024
Q4 		$2.18M Buy
+71,349
New +$2.2M 2.07% 20

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VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Red Crane Wealth Management's KOCT Position: Q2 2025 in Review

Red Crane Wealth Management sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2025, closing a stake of 70,700 shares — an estimated $2.07M sold.

Red Crane Wealth Management first reported a position in KOCT in Q4 2024 and held it in 2 quarters. The position peaked at $2.18M in Q4 2024. 82 funds tracked by Wall St. Rank hold KOCT as of Q2 2025.

  • Red Crane Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Red Crane Wealth Management sold 70,700 Innovator US Small Cap Power Buffer ETF October shares in Q2 2025, an estimated $2.07M.
  • Red Crane Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • Red Crane Wealth Management's Innovator US Small Cap Power Buffer ETF October position peaked at $2.18M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2025.

Based on Red Crane Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.