ATX Financial Planning’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

ATX Financial Planning’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	$227K	Sell	5,520 -383	-6%	-$15.5K	0.15%	79
2026 Q1	$226K	Sell	5,903 -4,878	-45%	-$190K	0.17%	80
2025 Q4	$421K	Buy	+10,781	New	+$417K	0.32%	61

Other funds holding UOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

KAS

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

SWM

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

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

ATX Financial Planning's UOCT Position: Q2 2026 in Review

ATX Financial Planning reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 6.5% in Q2 2026, selling an estimated $15.5K and leaving 5,520 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #79.

ATX Financial Planning first reported a position in UOCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $421K in Q4 2025. 97 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

ATX Financial Planning held 5,520 shares of Innovator US Equity Ultra Buffer ETF October worth $227K as of Q2 2026.
ATX Financial Planning sold 383 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $15.5K.
Innovator US Equity Ultra Buffer ETF October made up 0.15% of ATX Financial Planning's portfolio in Q2 2026, its #79 holding.
ATX Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
ATX Financial Planning's Innovator US Equity Ultra Buffer ETF October position peaked at $421K in Q4 2025.
97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.