Cambridge Investment Research Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Cambridge Investment Research Advisors’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	$407K	Sell	9,898 -716	-7%	-$28.9K	﹤0.01%	2930
2026 Q1	$406K	Sell	10,614 -45	-0.4%	-$1.76K	﹤0.01%	2996
2025 Q4	$416K	Buy	10,659 +3,991	+60%	+$154K	﹤0.01%	2900
2025 Q3	$256K	Buy	6,668 +1,023	+18%	+$38.5K	﹤0.01%	3260
2025 Q2	$208K	Buy	+5,645	New	+$198K	﹤0.01%	3319
2025 Q1	–	Sell	-6,405	Closed	-$226K	–	3641
2024 Q4	$226K	Sell	6,405 -2,435	-28%	-$85.8K	﹤0.01%	3091
2024 Q3	$308K	Sell	8,840 -10,988	-55%	-$379K	﹤0.01%	2817
2024 Q2	$679K	Sell	19,828 -12,018	-38%	-$406K	﹤0.01%	2050
2024 Q1	$1.07M	Buy	31,846 +1,492	+5%	+$49.2K	﹤0.01%	1684
2023 Q4	$983K	Buy	30,354 +19,212	+172%	+$600K	﹤0.01%	1672
2023 Q3	$340K	Sell	11,142 -28,811	-72%	-$869K	﹤0.01%	2407
2023 Q2	$1.19M	Buy	39,953 +27,592	+223%	+$803K	0.01%	1494
2023 Q1	$353K	Sell	12,361 -1,598	-11%	-$44.8K	﹤0.01%	2341
2022 Q4	$381K	Buy	13,959 +1,740	+14%	+$47.1K	﹤0.01%	2244
2022 Q3	$321K	Buy	+12,219	New	+$327K	﹤0.01%	2307
2021 Q2	–	Sell	-7,687	Closed	-$210K	–	3169
2021 Q1	$210K	Buy	+7,687	New	+$207K	﹤0.01%	2578

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

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Cambridge Investment Research Advisors's UOCT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 6.7% in Q2 2026, selling an estimated $28.9K and leaving 9,898 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Cambridge Investment Research Advisors first reported a position in UOCT in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2023. 35 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Cambridge Investment Research Advisors held 9,898 shares of Innovator US Equity Ultra Buffer ETF October worth $407K as of Q2 2026.
Cambridge Investment Research Advisors sold 716 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $28.9K.
Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2930 holding.
Cambridge Investment Research Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2021 and has held it in 16 quarters since.
Cambridge Investment Research Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $1.19M in Q2 2023.
35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.