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Winnow Wealth’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Winnow Wealth’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 		$220K Sell
5,876
-136
-2% -$4.92K 0.15% 131
2026
Q1 		$204K Sell
6,012
-810
-12% -$27.9K 0.16% 121
2025
Q4 		$232K Sell
6,822
-1,049
-13% -$35K 0.17% 100
2025
Q3 		$268K Buy
+7,871
New +$249K 0.21% 94
2025
Q2 		– Sell
-8,168
Closed -$239K – 446
2025
Q1 		$239K Sell
8,168
-444
-5% -$13.5K 0.22% 91
2024
Q4 		$262K Buy
+8,612
New +$266K 0.26% 89

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

Winnow Wealth's KOCT Position: Q2 2026 in Review

Winnow Wealth reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 2.3% in Q2 2026, selling an estimated $4.92K and leaving 5,876 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #131.

Winnow Wealth first reported a position in KOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $268K in Q3 2025. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • Winnow Wealth held 5,876 shares of Innovator US Small Cap Power Buffer ETF October worth $220K as of Q2 2026.
  • Winnow Wealth sold 136 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $4.92K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.15% of Winnow Wealth's portfolio in Q2 2026, its #131 holding.
  • Winnow Wealth first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's Innovator US Small Cap Power Buffer ETF October position peaked at $268K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.