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

IFP 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 		$57.7K Buy
+1,403
New +$56.6K ﹤0.01% 2315
2020
Q2 		– Sell
-5,105
Closed -$124K – 2955
2020
Q1 		$119K Sell
5,105
-2,316
-31% -$56.5K 0.01% 757
2019
Q4 		$183K Buy
7,421
+7,181
+2,992% +$179K 0.01% 690
2019
Q3 		$6K Buy
+240
New +$5.96K ﹤0.01% 2294

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

IFP Advisors's UOCT Position: Q2 2026 in Review

IFP Advisors opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2026: 1,403 shares worth $57.7K. The stake represents ﹤0.01% of the portfolio and ranks #2315 among its holdings. This is a return to the name: IFP Advisors previously reported a position in UOCT as recently as Q1 2020.

IFP Advisors first reported a position in UOCT in Q3 2019 and has held it in 4 quarters since. The position peaked at $183K in Q4 2019. 96 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • IFP Advisors held 1,403 shares of Innovator US Equity Ultra Buffer ETF October worth $57.7K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October was a new IFP Advisors position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2315 holding.
  • IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2019 and has held it in 4 quarters since.
  • IFP Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $183K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.