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 Q2	–	Sell	-8,559	Closed	-$327K	–	179
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Chris Bulman's UOCT Position: Q2 2026 in Review

Chris Bulman sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2026, closing a stake of 8,559 shares — an estimated $327K sold.

Chris Bulman first reported a position in UOCT in Q2 2024 and held it in 3 quarters. The position peaked at $351K in Q4 2025. 97 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Chris Bulman reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2026 after selling out during the quarter.
Chris Bulman sold 8,559 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $327K.
Chris Bulman first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2024 and held it in 3 quarters.
Chris Bulman's Innovator US Equity Ultra Buffer ETF October position peaked at $351K in Q4 2025.
97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.