HB Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

HB Wealth 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 Q3	$1.34M	Buy	+31,600	New	+$1.32M	0.01%	709

Other funds holding UOCT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

HB Wealth Management's UOCT Position: Q3 2026 in Review

HB Wealth Management opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2026: 31,600 shares worth $1.34M. The stake represents 0.01% of the portfolio and ranks #709 among its holdings.

55 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

HB Wealth Management held 31,600 shares of Innovator US Equity Ultra Buffer ETF October worth $1.34M as of Q3 2026.
Innovator US Equity Ultra Buffer ETF October was a new HB Wealth Management position in Q3 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of HB Wealth Management's portfolio in Q3 2026, its #709 holding.
55 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.