Keating Financial Advisory Services’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Keating Financial Advisory Services’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	$45.9K	Hold	1,200	–	–	0.01%	634
2025 Q4	$46.9K	Buy	+1,200	New	+$46.4K	0.01%	660

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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M 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 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

Keating Financial Advisory Services's UOCT Position: Q1 2026 in Review

Keating Financial Advisory Services held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 1,200 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #634.

Keating Financial Advisory Services first reported a position in UOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.9K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Keating Financial Advisory Services held 1,200 shares of Innovator US Equity Ultra Buffer ETF October worth $45.9K as of Q1 2026.
Keating Financial Advisory Services 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 Keating Financial Advisory Services's portfolio in Q1 2026, its #634 holding.
Keating Financial Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Innovator US Equity Ultra Buffer ETF October position peaked at $46.9K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.