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

Larson Financial Group’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
2025 Q2	–	Sell	-37	Closed	-$1.28K	–	3505
2025 Q1	$1.28K	Hold	37	–	–	﹤0.01%	2313
2024 Q4	$1.3K	Sell	37 -31	-46%	-$1.09K	﹤0.01%	1967
2024 Q3	$2.37K	Hold	68	–	–	﹤0.01%	1826
2024 Q2	$2.33K	Hold	68	–	–	﹤0.01%	1571
2024 Q1	$2.28K	Hold	68	–	–	﹤0.01%	1344
2023 Q4	$2.2K	Hold	68	–	–	﹤0.01%	1356
2023 Q3	$2.08K	Hold	68	–	–	﹤0.01%	1353
2023 Q2	$2.03K	Hold	68	–	–	﹤0.01%	1265
2023 Q1	$1.94K	Sell	68 -106	-61%	-$2.97K	﹤0.01%	1243
2022 Q4	$4.75K	Buy	+174	New	+$4.71K	﹤0.01%	1042

Other funds holding UOCT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Larson Financial Group's UOCT Position: Q2 2025 in Review

Larson Financial Group sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2025, closing a stake of 37 shares — an estimated $1.28K sold.

Larson Financial Group first reported a position in UOCT in Q4 2022 and held it in 10 quarters. The position peaked at $4.75K in Q4 2022. 78 funds tracked by Wall St. Rank hold UOCT as of Q2 2025.

Larson Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 37 Innovator US Equity Ultra Buffer ETF October shares in Q2 2025, an estimated $1.28K.
Larson Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2022 and held it in 10 quarters.
Larson Financial Group's Innovator US Equity Ultra Buffer ETF October position peaked at $4.75K in Q4 2022.
78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.