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

Concurrent Investment 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 		$403K Buy
9,799
+1,039
+12% +$41.9K ﹤0.01% 1528
2026
Q1 		$335K Buy
8,760
+429
+5% +$16.7K ﹤0.01% 1419
2025
Q4 		$325K Buy
+8,331
New +$322K ﹤0.01% 1344

Other funds holding UOCT

Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Concurrent Investment Advisors's UOCT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 12% in Q2 2026, buying an estimated $41.9K and bringing the position to 9,799 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Concurrent Investment Advisors first reported a position in UOCT in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Concurrent Investment Advisors held 9,799 shares of Innovator US Equity Ultra Buffer ETF October worth $403K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,039 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $41.9K.
  • Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1528 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

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