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 Q3	–	Sell	-5,876	Closed	-$220K	–	149
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

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winnow Wealth's KOCT Position: Q3 2026 in Review

Winnow Wealth sold out of Innovator US Small Cap Power Buffer ETF October (KOCT) in Q3 2026, closing a stake of 5,876 shares — an estimated $220K sold.

Winnow Wealth first reported a position in KOCT in Q4 2024 and held it in 6 quarters. The position peaked at $268K in Q3 2025. 30 funds tracked by Wall St. Rank hold KOCT as of Q3 2026.

Winnow Wealth reported no remaining Innovator US Small Cap Power Buffer ETF October position as of Q3 2026 after selling out during the quarter.
Winnow Wealth sold 5,876 Innovator US Small Cap Power Buffer ETF October shares in Q3 2026, an estimated $220K.
Winnow Wealth first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and held it in 6 quarters.
Winnow Wealth's Innovator US Small Cap Power Buffer ETF October position peaked at $268K in Q3 2025.
30 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.