Creative Financial Designs’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Creative Financial Designs’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	$233K	Hold	6,100	–	–	0.01%	483
2025 Q4	$238K	Hold	6,100	–	–	0.02%	439
2025 Q3	$234K	Hold	6,100	–	–	0.02%	447
2025 Q2	$224K	Hold	6,100	–	–	0.02%	454
2025 Q1	$211K	Hold	6,100	–	–	0.02%	428
2024 Q4	$215K	Hold	6,100	–	–	0.02%	429
2024 Q3	$212K	Sell	6,100 -1,000	-14%	-$34.5K	0.02%	434
2024 Q2	$243K	Hold	7,100	–	–	0.02%	396
2024 Q1	$239K	Hold	7,100	–	–	0.02%	383
2023 Q4	$230K	Buy	7,100 +300	+4%	+$9.37K	0.02%	362
2023 Q3	$208K	Hold	6,800	–	–	0.02%	324
2023 Q2	$203K	Hold	6,800	–	–	0.02%	336
2023 Q1	$194K	Hold	6,800	–	–	0.03%	334
2022 Q4	$186K	Buy	6,800 +6,000	+750%	+$162K	0.03%	320
2022 Q3	$21K	Hold	800	–	–	﹤0.01%	730
2022 Q2	$21K	Hold	800	–	–	﹤0.01%	732
2022 Q1	$23K	Hold	800	–	–	﹤0.01%	741
2021 Q4	$23K	Hold	800	–	–	﹤0.01%	733
2021 Q3	$22K	Hold	800	–	–	﹤0.01%	843
2021 Q2	$22K	Hold	800	–	–	﹤0.01%	831
2021 Q1	$22K	Hold	800	–	–	﹤0.01%	767
2020 Q4	$22K	Hold	800	–	–	﹤0.01%	701
2020 Q3	$21K	Buy	+800	New	+$20.4K	0.01%	655

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

Creative Financial Designs's UOCT Position: Q1 2026 in Review

Creative Financial Designs held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 6,100 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #483.

Creative Financial Designs first reported a position in UOCT in Q3 2020 and has held it in 23 quarters since. The position peaked at $243K in Q2 2024. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Creative Financial Designs held 6,100 shares of Innovator US Equity Ultra Buffer ETF October worth $233K as of Q1 2026.
Creative Financial Designs left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #483 holding.
Creative Financial Designs first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2020 and has held it in 23 quarters since.
Creative Financial Designs's Innovator US Equity Ultra Buffer ETF October position peaked at $243K in Q2 2024.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.