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 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

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 $1.76B AUM 18.92% 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 $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 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

ATX Financial Planning's UOCT Position: Q1 2026 in Review

ATX Financial Planning reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 45% in Q1 2026, selling an estimated $190K and leaving 5,903 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #80.

ATX Financial Planning first reported a position in UOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $421K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

ATX Financial Planning held 5,903 shares of Innovator US Equity Ultra Buffer ETF October worth $226K as of Q1 2026.
ATX Financial Planning sold 4,878 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $190K.
Innovator US Equity Ultra Buffer ETF October made up 0.17% of ATX Financial Planning's portfolio in Q1 2026, its #80 holding.
ATX Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
ATX Financial Planning's Innovator US Equity Ultra Buffer ETF October position peaked at $421K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.