Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Arkadios Wealth Advisors’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
2026 Q1	$541K	Buy	14,148 +1,358	+11%	+$53K	0.01%	1073
2025 Q4	$499K	Buy	+12,790	New	+$495K	0.01%	1010
2025 Q2	–	Sell	-10,034	Closed	-$347K	–	1362
2025 Q1	$347K	Buy	+10,034	New	+$355K	0.01%	848

Other funds holding UOCT

BCM

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

TPW

Talon Private Wealth The Villages, Florida $753M AUM

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

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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Arkadios Wealth Advisors's UOCT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 11% in Q1 2026, buying an estimated $53K and bringing the position to 14,148 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #1073.

Arkadios Wealth Advisors first reported a position in UOCT in Q1 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Arkadios Wealth Advisors held 14,148 shares of Innovator US Equity Ultra Buffer ETF October worth $541K as of Q1 2026.
Arkadios Wealth Advisors bought 1,358 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $53K.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1073 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2025 and has held it in 3 quarters since.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.