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

DHJJ Financial 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 Q1	$241K	Hold	6,293	–	–	0.08%	171
2025 Q4	$246K	Buy	+6,293	New	+$243K	0.08%	166
2022 Q2	–	Sell	-8,085	Closed	-$229K	–	136
2022 Q1	$229K	Buy	8,085 +600	+8%	+$16.8K	0.11%	127
2021 Q4	$213K	Buy	+7,485	New	+$212K	0.1%	127

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

DHJJ Financial Advisors's UOCT Position: Q1 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 6,293 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #171.

DHJJ Financial Advisors first reported a position in UOCT in Q4 2021 and has held it in 4 quarters since. The position peaked at $246K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

DHJJ Financial Advisors held 6,293 shares of Innovator US Equity Ultra Buffer ETF October worth $241K as of Q1 2026.
DHJJ Financial Advisors left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.08% of DHJJ Financial Advisors's portfolio in Q1 2026, its #171 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and has held it in 4 quarters since.
DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $246K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.