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

IHT 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
Q1 		$525K Hold
13,731
– – 0.01% 809
2025
Q4 		$536K Sell
13,731
-58,956
-81% -$2.28M 0.01% 734
2025
Q3 		$2.81M Sell
72,687
-19,824
-21% -$747K 0.07% 261
2025
Q2 		$3.4M Sell
92,511
-17,259
-16% -$606K 0.09% 205
2025
Q1 		$3.82M Buy
109,770
+96,085
+702% +$3.4M 0.12% 173
2024
Q4 		$483K Buy
+13,685
New +$482K 0.02% 695

Other funds holding UOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return