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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
Q2 		$724K Sell
19,375
-1,405
-7% -$50.8K 0.06% 238
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 $104B AUM 28.3% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wealth Alliance's KOCT Position: Q2 2026 in Review

Wealth Alliance reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 6.8% in Q2 2026, selling an estimated $50.8K and leaving 19,375 shares worth $724K. The position accounts for 0.06% of the portfolio, ranked #238.

Wealth Alliance first reported a position in KOCT in Q4 2022 and has held it in 15 quarters since. 97 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Wealth Alliance held 19,375 shares of Innovator US Small Cap Power Buffer ETF October worth $724K as of Q2 2026.
  • Wealth Alliance sold 1,405 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $50.8K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #238 holding.
  • Wealth Alliance first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.