Schulz Wealth’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Schulz Wealth’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	$222K	Buy	+5,930	New	+$214K	0.11%	68

Other funds holding KOCT

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CFGF

Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Schulz Wealth's KOCT Position: Q2 2026 in Review

Schulz Wealth opened a new position in Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2026: 5,930 shares worth $222K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Schulz Wealth held 5,930 shares of Innovator US Small Cap Power Buffer ETF October worth $222K as of Q2 2026.
Innovator US Small Cap Power Buffer ETF October was a new Schulz Wealth position in Q2 2026.
Innovator US Small Cap Power Buffer ETF October made up 0.11% of Schulz Wealth's portfolio in Q2 2026, its #68 holding.
96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.