WA
KOCT icon

Whipplewood Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Whipplewood Advisors’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
2025
Q1 		– Sell
-19,172
Closed -$586K – 1225
2024
Q4 		$586K Buy
+19,172
New +$592K 0.33% 75

Other funds holding KOCT

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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Whipplewood Advisors's KOCT Position: Q1 2025 in Review

Whipplewood Advisors sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q1 2025, closing a stake of 19,172 shares — an estimated $586K sold.

Whipplewood Advisors first reported a position in KOCT in Q4 2024 and held it in 1 quarter. The position peaked at $586K in Q4 2024. 91 funds tracked by Wall St. Rank hold KOCT as of Q1 2025.

  • Whipplewood Advisors reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 19,172 Innovator US Small Cap Power Buffer ETF October shares in Q1 2025, an estimated $586K.
  • Whipplewood Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • Whipplewood Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $586K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.