Truist Financial
KOCT icon

Truist Financial’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Truist Financial’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 		$1.82M Buy
53,673
+917
+2% +$31.6K ﹤0.01% 1385
2025
Q4 		$1.78M Sell
52,756
-23,332
-31% -$778K ﹤0.01% 1367
2025
Q3 		$2.51M Sell
76,088
-10,716
-12% -$339K ﹤0.01% 1222
2025
Q2 		$2.65M Sell
86,804
-2,711
-3% -$79.5K ﹤0.01% 1153
2025
Q1 		$2.62M Buy
89,515
+1,544
+2% +$47K ﹤0.01% 1100
2024
Q4 		$2.69M Buy
87,971
+5,971
+7% +$184K ﹤0.01% 1102
2024
Q3 		$2.49M Buy
82,000
+124
+0.2% +$3.66K ﹤0.01% 1140
2024
Q2 		$2.34M Buy
81,876
+1,659
+2% +$46.8K ﹤0.01% 1195
2024
Q1 		$2.28M Sell
80,217
-6,730
-8% -$186K ﹤0.01% 1218
2023
Q4 		$2.39M Buy
86,947
+66,057
+316% +$1.71M ﹤0.01% 1177
2023
Q3 		$536K Sell
20,890
-1,000
-5% -$27.1K ﹤0.01% 1887
2023
Q2 		$593K Hold
21,890
– – ﹤0.01% 1869
2023
Q1 		$568K Hold
21,890
– – ﹤0.01% 1901
2022
Q4 		$553K Sell
21,890
-2,689
-11% -$67.7K ﹤0.01% 1888
2022
Q3 		$594K Buy
24,579
+1,189
+5% +$30.3K ﹤0.01% 1736
2022
Q2 		$565K Sell
23,390
-22,348
-49% -$560K ﹤0.01% 1838
2022
Q1 		$1.21M Buy
45,738
+14,663
+47% +$385K ﹤0.01% 1539
2021
Q4 		$851K Buy
+31,075
New +$852K ﹤0.01% 1725

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 $71.6B AUM 21.08% 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

Truist Financial's KOCT Position: Q1 2026 in Review

Truist Financial increased its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 1.7% in Q1 2026, buying an estimated $31.6K and bringing the position to 53,673 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Truist Financial first reported a position in KOCT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.69M in Q4 2024. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Truist Financial held 53,673 shares of Innovator US Small Cap Power Buffer ETF October worth $1.82M as of Q1 2026.
  • Truist Financial bought 917 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $31.6K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1385 holding.
  • Truist Financial first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 18 quarters since.
  • Truist Financial's Innovator US Small Cap Power Buffer ETF October position peaked at $2.69M 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 Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.