Vision Retirement’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Vision Retirement’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 Q2	$11.4K	Buy	+305	New	+$11K	﹤0.01%	423

Other funds holding KOCT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFGF

Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vision Retirement's KOCT Position: Q2 2026 in Review

Vision Retirement opened a new position in Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2026: 305 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

95 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Vision Retirement held 305 shares of Innovator US Small Cap Power Buffer ETF October worth $11.4K as of Q2 2026.
Innovator US Small Cap Power Buffer ETF October was a new Vision Retirement position in Q2 2026.
Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #423 holding.
95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.