WealthShield Partners’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

WealthShield Partners’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	$110K	Hold	3,250	–	–	0.01%	394
2025 Q4	$109K	Hold	3,250	–	–	0.01%	385
2025 Q3	$107K	Hold	3,250	–	–	0.01%	388
2025 Q2	$99.1K	Hold	3,250	–	–	0.01%	384
2025 Q1	$95.1K	Hold	3,250	–	–	0.01%	374
2024 Q4	$99.4K	Buy	+3,250	New	+$100K	0.01%	341

Other funds holding KOCT

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

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

WealthShield Partners's KOCT Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q1 2026 at 3,250 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #394.

WealthShield Partners first reported a position in KOCT in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold KOCT as of Q1 2026.

WealthShield Partners held 3,250 shares of Innovator US Small Cap Power Buffer ETF October worth $110K as of Q1 2026.
WealthShield Partners 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 0.01% of WealthShield Partners's portfolio in Q1 2026, its #394 holding.
WealthShield Partners first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
94 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.