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KOCTKOCT
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER

AE Wealth Management LLC holds 10,077 shares of KOCT (INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER), worth $376,477 as of 2026-Q2. The position was decreased (-2.9% shares). KOCT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$376,477

Current Shares

10,077

Total Value Change

+$141,822

Total Shares Change

+2,401

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,077
-2.9%
$376,4770.0%$37.36
0
2026-Q1
Unchanged
10,377
0.0%
$352,0590.0%$34.53
0
2025-Q4
Increased
10,377
+35.2%
$349,3940.0%$33.77
31
2025-Q3
Unchanged
7,676
0.0%
$253,4620.0%$32.96
0
2025-Q2
Unchanged
7,676
0.0%
$234,1180.0%$30.50
0
2025-Q1
Unchanged
7,676
0.0%
$224,6600.0%$29.33
0
2024-Q4
New
7,676
-
$234,6550.0%$30.54
32

Other major holders of KOCT: HighTower Advisors, LLC, Cetera Investment Advisers

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