Chris Bulman’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Chris Bulman’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	$327K	Sell	8,559 -443	-5%	-$17.3K	0.14%	93
2025 Q4	$351K	Buy	+9,002	New	+$348K	0.16%	85
2024 Q3	–	Sell	-2,136	Closed	-$73.2K	–	368
2024 Q2	$73.2K	Buy	+2,136	New	+$72.2K	0.05%	182

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

Chris Bulman's UOCT Position: Q1 2026 in Review

Chris Bulman reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 4.9% in Q1 2026, selling an estimated $17.3K and leaving 8,559 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #93.

Chris Bulman first reported a position in UOCT in Q2 2024 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Chris Bulman held 8,559 shares of Innovator US Equity Ultra Buffer ETF October worth $327K as of Q1 2026.
Chris Bulman sold 443 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $17.3K.
Innovator US Equity Ultra Buffer ETF October made up 0.14% of Chris Bulman's portfolio in Q1 2026, its #93 holding.
Chris Bulman first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2024 and has held it in 3 quarters since.
Chris Bulman's Innovator US Equity Ultra Buffer ETF October position peaked at $351K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.