CoreCap Advisors
UOCT icon

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

CoreCap 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
Q3 		$234K Buy
5,527
+1,363
+33% +$56.9K 0.01% 791
2026
Q2 		$171K Buy
4,164
+498
+14% +$20.1K 0.01% 907
2026
Q1 		$140K Sell
3,666
-25
-0.7% -$976 ﹤0.01% 919
2025
Q4 		$144K Sell
3,691
-430
-10% -$16.6K 0.01% 900
2025
Q3 		$158K Hold
4,121
– – 0.01% 871
2025
Q2 		$152K Buy
4,121
+994
+32% +$34.9K 0.01% 843
2025
Q1 		$108K Hold
3,127
– – ﹤0.01% 877
2024
Q4 		$110K Buy
3,127
+312
+11% +$11K 0.01% 894
2024
Q3 		$98K Sell
2,815
-10
-0.4% -$345 ﹤0.01% 923
2024
Q2 		$96.8K Buy
2,825
+1,387
+96% +$46.9K 0.01% 513
2024
Q1 		$48.3K Buy
+1,438
New +$47.4K ﹤0.01% 1129
2022
Q4 		$56.4K Buy
+2,068
New +$55.9K ﹤0.01% 951
2022
Q3 		– Sell
-2,652
Closed -$70K – 2008
2022
Q2 		$70K Buy
+2,652
New +$72.3K 0.01% 827
2022
Q1 		– Sell
-3,446
Closed -$98K – 2014
2021
Q4 		$98K Buy
+3,446
New +$97.4K 0.01% 754

Other funds holding UOCT

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CoreCap Advisors's UOCT Position: Q3 2026 in Review

CoreCap Advisors increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 33% in Q3 2026, buying an estimated $56.9K and bringing the position to 5,527 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #791.

CoreCap Advisors first reported a position in UOCT in Q4 2021 and has held it in 14 quarters since. 15 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

  • CoreCap Advisors held 5,527 shares of Innovator US Equity Ultra Buffer ETF October worth $234K as of Q3 2026.
  • CoreCap Advisors bought 1,363 Innovator US Equity Ultra Buffer ETF October shares in Q3 2026, an estimated $56.9K.
  • Innovator US Equity Ultra Buffer ETF October made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #791 holding.
  • CoreCap Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and has held it in 14 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.