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Galvin Gaustad & Stein’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Galvin Gaustad & Stein’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 		$206K Buy
+5,017
New +$203K 0.02% 259

Other funds holding UOCT

Commonwealth Equity Services
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
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 22.96% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Galvin Gaustad & Stein's UOCT Position: Q2 2026 in Review

Galvin Gaustad & Stein opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2026: 5,017 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings.

94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Galvin Gaustad & Stein held 5,017 shares of Innovator US Equity Ultra Buffer ETF October worth $206K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October was a new Galvin Gaustad & Stein position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.02% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #259 holding.
  • 94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.