Cornerstone Wealth Group’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Cornerstone Wealth Group’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	$513K	Hold	12,844	–	–	0.03%	229
2025 Q4	$501K	Buy	+12,844	New	+$497K	0.03%	206
2023 Q3	–	Sell	-6,986	Closed	-$209K	–	155
2023 Q2	$209K	Buy	+6,986	New	+$203K	0.04%	138
2021 Q1	–	Sell	-8,517	Closed	-$229K	–	183
2020 Q4	$229K	Sell	8,517 -212	-2%	-$5.61K	0.06%	140
2020 Q3	$227K	Hold	8,729	–	–	0.06%	120
2020 Q2	$218K	Hold	8,729	–	–	0.05%	114
2020 Q1	$201K	Hold	8,729	–	–	0.07%	104
2019 Q4	$218K	Hold	8,729	–	–	0.06%	127
2019 Q3	$217K	Sell	8,729 -855	-9%	-$21.2K	0.05%	113
2019 Q2	$237K	Buy	+9,584	New	+$235K	0.06%	142

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

Cornerstone Wealth Group's UOCT Position: Q1 2026 in Review

Cornerstone Wealth Group held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 12,844 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #229.

Cornerstone Wealth Group first reported a position in UOCT in Q2 2019 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Cornerstone Wealth Group held 12,844 shares of Innovator US Equity Ultra Buffer ETF October worth $513K as of Q1 2026.
Cornerstone Wealth Group left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #229 holding.
Cornerstone Wealth Group first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2019 and has held it in 10 quarters since.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.