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Stonebridge Financial Group (Pennsylvania)’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-4,216
Closed -$123K – 602
2025
Q1 		$123K Hold
4,216
– – 0.01% 270
2024
Q4 		$129K Buy
+4,216
New +$130K 0.01% 262

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Stonebridge Financial Group (Pennsylvania)'s KOCT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2025, closing a stake of 4,216 shares — an estimated $123K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in KOCT in Q4 2024 and held it in 2 quarters. The position peaked at $129K in Q4 2024. 82 funds tracked by Wall St. Rank hold KOCT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 4,216 Innovator US Small Cap Power Buffer ETF October shares in Q2 2025, an estimated $123K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Innovator US Small Cap Power Buffer ETF October position peaked at $129K 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 Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.