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Atria Investments’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Atria Investments’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 		$450K Buy
11,779
+568
+5% +$22.2K 0.01% 1503
2025
Q4 		$438K Buy
11,211
+597
+6% +$23.1K 0.01% 1526
2025
Q3 		$408K Buy
+10,614
New +$400K ﹤0.01% 1543

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
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)
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
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

Atria Investments's UOCT Position: Q1 2026 in Review

Atria Investments increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 5.1% in Q1 2026, buying an estimated $22.2K and bringing the position to 11,779 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #1503.

Atria Investments first reported a position in UOCT in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

  • Atria Investments held 11,779 shares of Innovator US Equity Ultra Buffer ETF October worth $450K as of Q1 2026.
  • Atria Investments bought 568 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $22.2K.
  • Innovator US Equity Ultra Buffer ETF October made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1503 holding.
  • Atria Investments first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 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 Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.