Lantz Financial
UOCT icon

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
Q3 		$241K Hold
5,679
– – 0.04% 240
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

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Lantz Financial's UOCT Position: Q3 2026 in Review

Lantz Financial held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q3 2026 at 5,679 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #240.

Lantz Financial first reported a position in UOCT in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

  • Lantz Financial held 5,679 shares of Innovator US Equity Ultra Buffer ETF October worth $241K as of Q3 2026.
  • Lantz Financial left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #240 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.