AssetMark Inc
UOCT icon

AssetMark Inc’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

AssetMark Inc’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
Q2 		$18.3K Hold
445
– – ﹤0.01% 2215
2026
Q1 		$17K Buy
445
+51
+13% +$1.99K ﹤0.01% 2114
2025
Q4 		$15.4K Buy
+394
New +$15.2K ﹤0.01% 2073

Other funds holding UOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

AssetMark Inc's UOCT Position: Q2 2026 in Review

AssetMark Inc held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q2 2026 at 445 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

AssetMark Inc first reported a position in UOCT in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • AssetMark Inc held 445 shares of Innovator US Equity Ultra Buffer ETF October worth $18.3K as of Q2 2026.
  • AssetMark Inc left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2215 holding.
  • AssetMark Inc first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.