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

World Investment 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
2026
Q2 		$263K Sell
7,224
-260
-3% -$9.4K ﹤0.01% 1300
2026
Q1 		$254K Buy
7,484
+108
+1% +$3.72K ﹤0.01% 1351
2025
Q4 		$248K Buy
+7,376
New +$246K ﹤0.01% 1279
2023
Q4 		– Sell
-33,797
Closed -$903K – 391
2023
Q3 		$903K Buy
+33,797
New +$915K 0.18% 98

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

World Investment Advisors's KOCT Position: Q2 2026 in Review

World Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 3.5% in Q2 2026, selling an estimated $9.4K and leaving 7,224 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

World Investment Advisors first reported a position in KOCT in Q3 2023 and has held it in 4 quarters since. The position peaked at $903K in Q3 2023. 96 funds tracked by Wall St. Rank hold KOCT as of Q2 2026.

  • World Investment Advisors held 7,224 shares of Innovator US Small Cap Power Buffer ETF October worth $263K as of Q2 2026.
  • World Investment Advisors sold 260 Innovator US Small Cap Power Buffer ETF October shares in Q2 2026, an estimated $9.4K.
  • Innovator US Small Cap Power Buffer ETF October made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1300 holding.
  • World Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q3 2023 and has held it in 4 quarters since.
  • World Investment Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $903K in Q3 2023.
  • 96 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.