Ameritas Advisory Services’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Ameritas Advisory Services’s Portfolio UOCT Stock Details UOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,454	Closed	-$127K	–	2892
2025 Q2	$127K	Sell	3,454 -2,575	-43%	-$90.4K	0.01%	891
2025 Q1	$208K	Sell	6,029 -282	-4%	-$9.98K	0.01%	815
2024 Q4	$223K	Buy	6,311 +413	+7%	+$14.6K	0.01%	808
2024 Q3	$205K	Hold	5,898	–	–	0.01%	805
2024 Q2	$202K	Buy	+5,898	New	+$199K	0.01%	850
2023 Q2	–	Sell	-7,090	Closed	-$204K	–	2406
2023 Q1	$204K	Buy	+7,090	New	+$199K	0.01%	767
2022 Q4	–	Sell	-8,214	Closed	-$216K	–	912
2022 Q3	$216K	Sell	8,214 -1,677	-17%	-$44.8K	0.01%	692
2022 Q2	$261K	Sell	9,891 -645	-6%	-$17.6K	0.02%	666
2022 Q1	$298K	Sell	10,536 -64	-0.6%	-$1.8K	0.01%	662
2021 Q4	$302K	Buy	+10,600	New	+$300K	0.01%	645

Other funds holding UOCT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameritas Advisory Services's UOCT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2025, closing a stake of 3,454 shares — an estimated $127K sold.

Ameritas Advisory Services first reported a position in UOCT in Q4 2021 and held it in 10 quarters. The position peaked at $302K in Q4 2021. 69 funds tracked by Wall St. Rank hold UOCT as of Q3 2025.

Ameritas Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,454 Innovator US Equity Ultra Buffer ETF October shares in Q3 2025, an estimated $127K.
Ameritas Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and held it in 10 quarters.
Ameritas Advisory Services's Innovator US Equity Ultra Buffer ETF October position peaked at $302K in Q4 2021.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.