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 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

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 $2.03B AUM 23.67% 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 $886M AUM 15.98% 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

AssuredPartners Investment Advisors's UOCT Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 25% in Q1 2026, selling an estimated $147K and leaving 11,423 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #276.

AssuredPartners Investment Advisors first reported a position in UOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $593K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

AssuredPartners Investment Advisors held 11,423 shares of Innovator US Equity Ultra Buffer ETF October worth $440K as of Q1 2026.
AssuredPartners Investment Advisors sold 3,761 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $147K.
Innovator US Equity Ultra Buffer ETF October made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #276 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $593K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.