Wood Tarver Financial Group’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Wood Tarver Financial Group’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	$861K	Hold	23,056	–	–	0.2%	73
2026 Q1	$782K	Hold	23,056	–	–	0.22%	69
2025 Q4	$776K	Buy	23,056 +7,033	+44%	+$235K	0.22%	68
2025 Q3	$529K	Buy	16,023 +2,276	+17%	+$72.1K	0.16%	86
2025 Q2	$419K	Hold	13,747	–	–	0.13%	96
2025 Q1	$402K	Buy	13,747 +985	+8%	+$30K	0.13%	93
2024 Q4	$390K	Buy	+12,762	New	+$394K	0.13%	91

Other funds holding KOCT

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wood Tarver Financial Group's KOCT Position: Q2 2026 in Review

Wood Tarver Financial Group held its Innovator US Small Cap Power Buffer ETF October (KOCT) position steady in Q2 2026 at 23,056 shares worth $861K. The position accounts for 0.2% of the portfolio, ranked #73.

Wood Tarver Financial Group first reported a position in KOCT in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

Wood Tarver Financial Group held 23,056 shares of Innovator US Small Cap Power Buffer ETF October worth $861K as of Q2 2026.
Wood Tarver Financial Group left its Innovator US Small Cap Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF October made up 0.2% of Wood Tarver Financial Group's portfolio in Q2 2026, its #73 holding.
Wood Tarver Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.