Meridian Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Meridian Wealth 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 Q1	$477K	Hold	12,478	–	–	0.02%	529
2025 Q4	$487K	Buy	+12,478	New	+$483K	0.02%	504

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 $2.03B AUM 23.67% 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 $886M AUM 15.98% 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

Meridian Wealth Management's UOCT Position: Q1 2026 in Review

Meridian Wealth Management held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 12,478 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #529.

Meridian Wealth Management first reported a position in UOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $487K in Q4 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Meridian Wealth Management held 12,478 shares of Innovator US Equity Ultra Buffer ETF October worth $477K as of Q1 2026.
Meridian Wealth Management left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #529 holding.
Meridian Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
Meridian Wealth Management's Innovator US Equity Ultra Buffer ETF October position peaked at $487K in Q4 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.