First Heartland Consultants’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

First Heartland Consultants’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 Q3	$205K	Buy	+4,843	New	+$202K	0.01%	572
2026 Q1	–	Sell	-5,170	Closed	-$202K	–	575
2025 Q4	$202K	Buy	+5,170	New	+$200K	0.02%	517

Other funds holding UOCT

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

First Heartland Consultants's UOCT Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2026: 4,843 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in UOCT as recently as Q4 2025.

First Heartland Consultants first reported a position in UOCT in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

First Heartland Consultants held 4,843 shares of Innovator US Equity Ultra Buffer ETF October worth $205K as of Q3 2026.
Innovator US Equity Ultra Buffer ETF October was a new First Heartland Consultants position in Q3 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of First Heartland Consultants's portfolio in Q3 2026, its #572 holding.
First Heartland Consultants first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.