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

Todd 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
2026 Q3	$500K	Hold	13,260	–	–	0.38%	58
2026 Q2	$495K	Sell	13,260 -50	-0.4%	-$1.81K	0.38%	59
2026 Q1	$452K	Hold	13,310	–	–	0.41%	58
2025 Q4	$448K	Buy	+13,310	New	+$444K	0.41%	58

Other funds holding KOCT

Compass Financial Group (Florida) Deerfield Beach, Florida $240M AUM 9.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Todd Wealth Management's KOCT Position: Q3 2026 in Review

Todd Wealth Management held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q3 2026 at 13,260 shares worth $500K. The position accounts for 0.38% of the portfolio, ranked #58.

Todd Wealth Management first reported a position in KOCT in Q4 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold KOCT as of Q3 2026.

Todd Wealth Management held 13,260 shares of Innovator US Small Cap Power Buffer ETF October worth $500K as of Q3 2026.
Todd Wealth Management left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q3 2026.
Innovator US Small Cap Power Buffer ETF October made up 0.38% of Todd Wealth Management's portfolio in Q3 2026, its #58 holding.
Todd Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.