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Visionary Wealth Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Visionary Wealth Advisors’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
2021
Q2 		– Sell
-12,805
Closed -$339K – 347
2021
Q1 		$339K Sell
12,805
-7,736
-38% -$203K 0.04% 235
2020
Q4 		$533K Buy
+20,541
New +$518K 0.06% 179

Other funds holding KOCT

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ISG
Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return

Visionary Wealth Advisors's KOCT Position: Q2 2021 in Review

Visionary Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q2 2021, closing a stake of 12,805 shares — an estimated $339K sold.

Visionary Wealth Advisors first reported a position in KOCT in Q4 2020 and held it in 2 quarters. The position peaked at $533K in Q4 2020. 30 funds tracked by Wall St. Rank hold KOCT as of Q2 2021.

  • Visionary Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 12,805 Innovator US Small Cap Power Buffer ETF October shares in Q2 2021, an estimated $339K.
  • Visionary Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2020 and held it in 2 quarters.
  • Visionary Wealth Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $533K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2021.

Based on Visionary Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.