Wealth Enhancement Advisory Services
KOCT icon

Wealth Enhancement Advisory Services’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Wealth Enhancement Advisory Services’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 		$235K Sell
15,063
-1,146
-7% -$41.4K ﹤0.01% 3438
2026
Q1 		$254K Buy
16,209
+3,772
+30% +$130K ﹤0.01% 2935
2025
Q4 		$429K Buy
12,437
+2,607
+27% +$86.9K ﹤0.01% 2609
2025
Q3 		$326K Buy
9,830
+81
+0.8% +$2.56K ﹤0.01% 2711
2025
Q2 		$303K Buy
+9,749
New +$286K ﹤0.01% 2633

Other funds holding KOCT

DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's KOCT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 7.1% in Q2 2026, selling an estimated $41.4K and leaving 15,063 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

Wealth Enhancement Advisory Services first reported a position in KOCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $429K in Q4 2025. 27 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,063 shares of Innovator US Small Cap Power Buffer ETF October worth $235K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,146 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $41.4K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3438 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Innovator US Small Cap Power Buffer ETF October position peaked at $429K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.