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

Wealth Alliance’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 		$705K Hold
20,780
– – 0.07% 236
2025
Q4 		$700K Buy
20,780
+1,361
+7% +$45.4K 0.07% 246
2025
Q3 		$641K Hold
19,419
– – 0.07% 250
2025
Q2 		$592K Hold
19,419
– – 0.07% 260
2025
Q1 		$568K Hold
19,419
– – 0.07% 249
2024
Q4 		$594K Buy
19,419
+5,810
+43% +$179K 0.07% 229
2024
Q3 		$413K Hold
13,609
– – 0.05% 316
2024
Q2 		$389K Hold
13,609
– – 0.05% 311
2024
Q1 		$387K Hold
13,609
– – 0.05% 327
2023
Q4 		$375K Buy
13,609
+986
+8% +$25.5K 0.05% 320
2023
Q3 		$324K Buy
12,623
+1,365
+12% +$37K 0.05% 331
2023
Q2 		$305K Hold
11,258
– – 0.05% 373
2023
Q1 		$292K Hold
11,258
– – 0.05% 372
2022
Q4 		$284K Buy
+11,258
New +$284K 0.05% 364

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

Wealth Alliance's KOCT Position: Q1 2026 in Review

Wealth Alliance held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 20,780 shares worth $705K. The position accounts for 0.07% of the portfolio, ranked #236.

Wealth Alliance first reported a position in KOCT in Q4 2022 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

  • Wealth Alliance held 20,780 shares of Innovator US Small Cap Power Buffer ETF October worth $705K as of Q1 2026.
  • Wealth Alliance left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF October made up 0.07% of Wealth Alliance's portfolio in Q1 2026, its #236 holding.
  • Wealth Alliance first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • 94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.