Benjamin Edwards Inc’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-5,204	Closed	-$203K	–	1422
2025 Q4	$203K	Buy	+5,204	New	+$201K	﹤0.01%	1269

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

Benjamin Edwards Inc's UOCT Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2026, closing a stake of 5,204 shares — an estimated $203K sold.

Benjamin Edwards Inc first reported a position in UOCT in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Benjamin Edwards Inc reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 5,204 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $203K.
Benjamin Edwards Inc first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and held it in 1 quarter.
Benjamin Edwards Inc's Innovator US Equity Ultra Buffer ETF October position peaked at $203K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.