Bullock Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Bullock Wealth Management’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	$7.12K	Hold	173	–	–	﹤0.01%	472
2026 Q1	$6.66K	Hold	173	–	–	﹤0.01%	467
2025 Q4	$6.75K	Hold	173	–	–	﹤0.01%	451
2025 Q3	$6.66K	Hold	173	–	–	﹤0.01%	464
2025 Q2	$6.38K	Hold	173	–	–	﹤0.01%	447
2025 Q1	$5.99K	Hold	173	–	–	﹤0.01%	436
2024 Q4	$6.1K	Hold	173	–	–	﹤0.01%	438
2024 Q3	$6.01K	Hold	173	–	–	﹤0.01%	421
2024 Q2	$5.93K	Hold	173	–	–	﹤0.01%	397
2024 Q1	$5.8K	Buy	+173	New	+$5.71K	﹤0.01%	404

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

Bullock Wealth Management's UOCT Position: Q2 2026 in Review

Bullock Wealth Management held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q2 2026 at 173 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Bullock Wealth Management first reported a position in UOCT in Q1 2024 and has held it in 10 quarters since. 96 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Bullock Wealth Management held 173 shares of Innovator US Equity Ultra Buffer ETF October worth $7.12K as of Q2 2026.
Bullock Wealth Management left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #472 holding.
Bullock Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2024 and has held it in 10 quarters since.
96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.