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Steward Partners Investment Advisory’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Steward Partners Investment Advisory’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 		$81K Hold
2,387
– – ﹤0.01% 2500
2025
Q4 		$80.4K Hold
2,387
– – ﹤0.01% 2417
2025
Q3 		$78.8K Sell
2,387
-1,338
-36% -$42.4K ﹤0.01% 2371
2025
Q2 		$114K Sell
3,725
-629
-14% -$18.5K ﹤0.01% 2039
2025
Q1 		$127K Hold
4,354
– – ﹤0.01% 1879
2024
Q4 		$133K Buy
4,354
+1,967
+82% +$60.7K ﹤0.01% 1832
2024
Q3 		$72.5K Buy
2,387
+348
+17% +$10.3K ﹤0.01% 2043
2024
Q2 		$58.3K Hold
2,039
– – ﹤0.01% 2032
2024
Q1 		$58K Hold
2,039
– – ﹤0.01% 2031
2023
Q4 		$56.1K Buy
+2,039
New +$52.8K ﹤0.01% 1932

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 $79.5B AUM 27.1% 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

Steward Partners Investment Advisory's KOCT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 2,387 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Steward Partners Investment Advisory first reported a position in KOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $133K in Q4 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Steward Partners Investment Advisory held 2,387 shares of Innovator US Small Cap Power Buffer ETF October worth $81K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2500 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Innovator US Small Cap Power Buffer ETF October position peaked at $133K 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.