Wells Fargo
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Wells Fargo’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Wells Fargo’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
2023
Q1 		– Sell
-43
Closed -$1.08K – 7746
2022
Q4 		$1.08K Buy
+43
New +$1.08K ﹤0.01% 6163

Other funds holding KOCT

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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Wells Fargo's KOCT Position: Q1 2023 in Review

Wells Fargo sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2023, closing a stake of 43 shares — an estimated $1.08K sold.

Wells Fargo first reported a position in KOCT in Q4 2022 and held it in 1 quarter. The position peaked at $1.08K in Q4 2022. 51 funds tracked by Wall St. Rank hold KOCT as of Q1 2023.

  • Wells Fargo reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Wells Fargo sold 43 Innovator US Small Cap Power Buffer ETF October shares in Q1 2023, an estimated $1.08K.
  • Wells Fargo first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Wells Fargo's Innovator US Small Cap Power Buffer ETF October position peaked at $1.08K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2023.

Based on Wells Fargo's 13F filing for Q1 2023, filed 12 May 2023.