Janney Montgomery Scott
UOCT icon

Janney Montgomery Scott’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Janney Montgomery Scott’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 		$412K Hold
10,785
– – ﹤0.01% 2174
2025
Q4 		$421K Hold
10,785
– – ﹤0.01% 2329
2025
Q3 		$414K Hold
10,785
– – ﹤0.01% 2271
2025
Q2 		$397K Buy
10,785
+1,000
+10% +$35.1K ﹤0.01% 2174
2025
Q1 		$338K Sell
9,785
-1,000
-9% -$35.4K ﹤0.01% 2239
2024
Q4 		$380K Buy
10,785
+150
+1% +$5.29K ﹤0.01% 2169
2024
Q3 		$370K Buy
10,635
+1,810
+21% +$62.5K ﹤0.01% 2162
2024
Q2 		$302K Hold
8,825
– – ﹤0.01% 2209
2024
Q1 		$296K Sell
8,825
-2,855
-24% -$94.2K ﹤0.01% 2351
2023
Q4 		$378K Hold
11,680
– – ﹤0.01% 2086
2023
Q3 		$356K Hold
11,680
– – ﹤0.01% 2029
2023
Q2 		$349K Sell
11,680
-2,200
-16% -$64K ﹤0.01% 2141
2023
Q1 		$396K Sell
13,880
-1,300
-9% -$36.4K ﹤0.01% 1874
2022
Q4 		$414K Hold
15,180
– – ﹤0.01% 1898
2022
Q3 		$399K Sell
15,180
-400
-3% -$10.7K ﹤0.01% 1840
2022
Q2 		$412K Sell
15,580
-45
-0.3% -$1.23K ﹤0.01% 1714
2022
Q1 		$442K Sell
15,625
-500
-3% -$14K ﹤0.01% 1698
2021
Q4 		$460K Sell
16,125
-400
-2% -$11.3K ﹤0.01% 1771
2021
Q3 		$459K Sell
16,525
-5,147
-24% -$143K ﹤0.01% 1712
2021
Q2 		$601K Sell
21,672
-7,650
-26% -$211K ﹤0.01% 1535
2021
Q1 		$800K Sell
29,322
-3,223
-10% -$87K ﹤0.01% 1309
2020
Q4 		$877K Buy
32,545
+300
+0.9% +$7.94K ﹤0.01% 1246
2020
Q3 		$837K Sell
32,245
-1,048
-3% -$26.8K ﹤0.01% 1168
2020
Q2 		$830K Sell
33,293
-2,300
-6% -$55.9K 0.01% 1123
2020
Q1 		$819K Sell
35,593
-575
-2% -$14K 0.01% 1008
2019
Q4 		$902K Sell
36,168
-1,585
-4% -$39.5K 0.01% 1141
2019
Q3 		$940K Buy
37,753
+6,200
+20% +$154K 0.01% 1069
2019
Q2 		$781K Buy
31,553
+6,985
+28% +$171K 0.01% 1176
2019
Q1 		$594K Buy
+24,568
New +$583K ﹤0.01% 1297

Other funds holding UOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Janney Montgomery Scott's UOCT Position: Q1 2026 in Review

Janney Montgomery Scott held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 10,785 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Janney Montgomery Scott first reported a position in UOCT in Q1 2019 and has held it in 29 quarters since. The position peaked at $940K in Q3 2019. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

  • Janney Montgomery Scott held 10,785 shares of Innovator US Equity Ultra Buffer ETF October worth $412K as of Q1 2026.
  • Janney Montgomery Scott left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2174 holding.
  • Janney Montgomery Scott first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2019 and has held it in 29 quarters since.
  • Janney Montgomery Scott's Innovator US Equity Ultra Buffer ETF October position peaked at $940K in Q3 2019.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.