Encompass More Asset Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Encompass More Asset Management’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	$431K	Buy	10,495 +1,997	+23%	+$80.6K	0.06%	186
2026 Q1	$325K	Buy	8,498 +775	+10%	+$30.2K	0.05%	185
2025 Q4	$302K	Buy	7,723 +1,237	+19%	+$47.8K	0.06%	195
2025 Q3	$249K	Sell	6,486 -121,373	-95%	-$4.57M	0.05%	207
2025 Q2	$4.7M	Sell	127,859 -39,990	-24%	-$1.4M	1.1%	20
2025 Q1	$5.8M	Buy	167,849 +2,857	+2%	+$101K	1.73%	12
2024 Q4	$5.82M	Buy	+164,992	New	+$5.81M	1.92%	9

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

Encompass More Asset Management's UOCT Position: Q2 2026 in Review

Encompass More Asset Management increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 23% in Q2 2026, buying an estimated $80.6K and bringing the position to 10,495 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #186.

Encompass More Asset Management first reported a position in UOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q4 2024. 94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Encompass More Asset Management held 10,495 shares of Innovator US Equity Ultra Buffer ETF October worth $431K as of Q2 2026.
Encompass More Asset Management bought 1,997 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $80.6K.
Innovator US Equity Ultra Buffer ETF October made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #186 holding.
Encompass More Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
Encompass More Asset Management's Innovator US Equity Ultra Buffer ETF October position peaked at $5.82M in Q4 2024.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.