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 Q1	$1.89M	Buy	+49,328	New	+$1.93M	﹤0.01%	1935

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 Planning's UOCT Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2026: 49,328 shares worth $1.89M. The stake represents ﹤0.01% of the portfolio and ranks #1935 among its holdings.

91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Creative Planning held 49,328 shares of Innovator US Equity Ultra Buffer ETF October worth $1.89M as of Q1 2026.
Innovator US Equity Ultra Buffer ETF October was a new Creative Planning position in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1935 holding.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.