Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Foundations Investment 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 Q2	$2.34M	Buy	57,041 +819	+1%	+$33.1K	0.02%	369
2026 Q1	$2.15M	Buy	56,222 +3,221	+6%	+$126K	0.03%	358
2025 Q4	$2.07M	Buy	53,001 +34,810	+191%	+$1.35M	0.03%	338
2025 Q3	$699K	Buy	+18,191	New	+$685K	0.01%	564

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

Foundations Investment Advisors's UOCT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 1.5% in Q2 2026, buying an estimated $33.1K and bringing the position to 57,041 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #369.

Foundations Investment Advisors first reported a position in UOCT in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Foundations Investment Advisors held 57,041 shares of Innovator US Equity Ultra Buffer ETF October worth $2.34M as of Q2 2026.
Foundations Investment Advisors bought 819 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $33.1K.
Innovator US Equity Ultra Buffer ETF October made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #369 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.