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

Vantage Point 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 		$243K Sell
7,155
-1,869
-21% -$64.3K 0.09% 154
2025
Q4 		$304K Hold
9,024
– – 0.11% 120
2025
Q3 		$298K Hold
9,024
– – 0.12% 118
2025
Q2 		$275K Hold
9,024
– – 0.12% 116
2025
Q1 		$264K Hold
9,024
– – 0.13% 105
2024
Q4 		$276K Buy
+9,024
New +$278K 0.15% 91

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

Vantage Point Financial's KOCT Position: Q1 2026 in Review

Vantage Point Financial reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 21% in Q1 2026, selling an estimated $64.3K and leaving 7,155 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #154.

Vantage Point Financial first reported a position in KOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q4 2025. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Vantage Point Financial held 7,155 shares of Innovator US Small Cap Power Buffer ETF October worth $243K as of Q1 2026.
  • Vantage Point Financial sold 1,869 Innovator US Small Cap Power Buffer ETF October shares in Q1 2026, an estimated $64.3K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.09% of Vantage Point Financial's portfolio in Q1 2026, its #154 holding.
  • Vantage Point Financial first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Vantage Point Financial's Innovator US Small Cap Power Buffer ETF October position peaked at $304K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.