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Lantz Financial’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Lantz Financial’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 		$233K Sell
5,679
-61
-1% -$2.46K 0.04% 242
2026
Q1 		$219K Sell
5,740
-164
-3% -$6.4K 0.05% 228
2025
Q4 		$231K Buy
+5,904
New +$228K 0.05% 235

Other funds holding UOCT

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lantz Financial's UOCT Position: Q2 2026 in Review

Lantz Financial reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 1.1% in Q2 2026, selling an estimated $2.46K and leaving 5,679 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #242.

Lantz Financial first reported a position in UOCT in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Lantz Financial held 5,679 shares of Innovator US Equity Ultra Buffer ETF October worth $233K as of Q2 2026.
  • Lantz Financial sold 61 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $2.46K.
  • Innovator US Equity Ultra Buffer ETF October made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #242 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.