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SageView Advisory Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

SageView Advisory Group’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
Q4 		$5.49M Buy
163,041
+108,212
+197% +$3.61M 0.19% 67
2025
Q3 		$1.81M Buy
54,829
+606
+1% +$19.2K 0.06% 170
2025
Q2 		$1.69M Buy
54,223
+5,020
+10% +$147K 0.06% 161
2025
Q1 		$1.44M Buy
49,203
+21,098
+75% +$642K 0.06% 171
2024
Q4 		$859K Buy
+28,105
New +$867K 0.04% 244
2024
Q3 		– Sell
-18,392
Closed -$526K – 540
2024
Q2 		$526K Buy
18,392
+5,157
+39% +$146K 0.02% 329
2024
Q1 		$468K Sell
13,235
-6,093
-32% -$168K 0.02% 338
2023
Q4 		$531K Buy
+19,328
New +$500K 0.02% 380
2023
Q3 		– Sell
-15,210
Closed -$412K – 535
2023
Q2 		$412K Sell
15,210
-12,105
-44% -$315K 0.02% 380
2023
Q1 		$709K Buy
27,315
+60
+0.2% +$1.57K 0.05% 259
2022
Q4 		$688K Buy
+27,255
New +$687K 0.06% 200

Other funds holding KOCT

CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $222M AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

SageView Advisory Group's KOCT Position: Q4 2025 in Review

SageView Advisory Group increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 197% in Q4 2025, buying an estimated $3.61M and bringing the position to 163,041 shares worth $5.49M. The position accounts for 0.19% of the portfolio, ranked #67.

SageView Advisory Group first reported a position in KOCT in Q4 2022 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold KOCT as of Q4 2025.

  • SageView Advisory Group held 163,041 shares of Innovator US Small Cap Power Buffer ETF October worth $5.49M as of Q4 2025.
  • SageView Advisory Group bought 108,212 Innovator US Small Cap Power Buffer ETF October shares in Q4 2025, an estimated $3.61M.
  • Innovator US Small Cap Power Buffer ETF October made up 0.19% of SageView Advisory Group's portfolio in Q4 2025, its #67 holding.
  • SageView Advisory Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and has held it in 11 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.