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

Creative Planning’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	$258K	Sell	6,270 -43,058	-87%	-$1.74M	﹤0.01%	3686
2026 Q1	$1.89M	Buy	+49,328	New	+$1.93M	﹤0.01%	1935

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 23.67% 1-Year Est. Return

ASN

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Creative Planning's UOCT Position: Q2 2026 in Review

Creative Planning reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 87% in Q2 2026, selling an estimated $1.74M and leaving 6,270 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

Creative Planning first reported a position in UOCT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.89M in Q1 2026. 94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Creative Planning held 6,270 shares of Innovator US Equity Ultra Buffer ETF October worth $258K as of Q2 2026.
Creative Planning sold 43,058 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $1.74M.
Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3686 holding.
Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
Creative Planning's Innovator US Equity Ultra Buffer ETF October position peaked at $1.89M in Q1 2026.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.