Cape Investment Advisory, Inc. Innovator Laddered Fund Of U.S Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 18,500 shares of KOCT stock, worth $0. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,500
Previous 19,650 5.85%
Holding current value
$0
Previous $575 Million 1.89%
% of portfolio
0.21%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
SELL
N/A
-1,150 Reduced 5.85%
18,500 $564 Million
Q1 2025

May 16, 2025
SELL
N/A
-100 Reduced 0.51%
19,650 $575 Million
Q4 2024

Feb 05, 2025
BUY
N/A
2,250 Added 12.86%
19,750 $604 Million
Q3 2024

Nov 14, 2024
BUY
N/A
10,275 Added 142.21%
17,500 $531 Million
Q2 2024

Aug 14, 2024
BUY
N/A
3,200 Added 79.5%
7,225 $207 Million
Q1 2024

Jun 21, 2024
SELL
N/A
-700 Reduced 14.81%
4,025 $115 Million
Q4 2023

Feb 12, 2024
BUY
N/A
4,725 New
4,725 $130 Million

Others Institutions Holding KOCT

# of Institutions
87
Shares Held
2.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR LADDERED FUND OF U.S

KOCT Quotes by TradingView
  • Ticker KOCT
More about KOCT
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