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Journey Retirement Planning & Investment Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$240K Buy
+5,840
New +$236K 0.19% 133
2026
Q1 		– Sell
-15,368
Closed -$600K – 239
2025
Q4 		$600K Buy
+15,368
New +$594K 0.12% 136

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
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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's UOCT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2026: 5,840 shares worth $240K. The stake represents 0.19% of the portfolio and ranks #133 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in UOCT as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in UOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $600K in Q4 2025. 58 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,840 shares of Innovator US Equity Ultra Buffer ETF October worth $240K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #133 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Ultra Buffer ETF October position peaked at $600K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.