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AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

AssuredPartners Investment 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
Q2 		$470K Hold
11,423
– – 0.05% 269
2026
Q1 		$440K Sell
11,423
-3,761
-25% -$147K 0.05% 276
2025
Q4 		$593K Buy
+15,184
New +$587K 0.09% 187

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

AssuredPartners Investment Advisors's UOCT Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q2 2026 at 11,423 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #269.

AssuredPartners Investment Advisors first reported a position in UOCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $593K in Q4 2025. 97 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • AssuredPartners Investment Advisors held 11,423 shares of Innovator US Equity Ultra Buffer ETF October worth $470K as of Q2 2026.
  • AssuredPartners Investment Advisors left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $593K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.