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Todd Wealth Management, LLC’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Todd Wealth Management, LLC’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 		$425K Hold
10,326
– – 0.32% 65
2026
Q1 		$395K Hold
10,326
– – 0.36% 65
2025
Q4 		$403K Buy
+10,326
New +$399K 0.36% 63

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ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Todd Wealth Management, LLC's UOCT Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q2 2026 at 10,326 shares worth $425K. The position accounts for 0.32% of the portfolio, ranked #65.

Todd Wealth Management, LLC first reported a position in UOCT in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Todd Wealth Management, LLC held 10,326 shares of Innovator US Equity Ultra Buffer ETF October worth $425K as of Q2 2026.
  • Todd Wealth Management, LLC left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.32% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #65 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.