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Novus Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Novus Advisors’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
-9,582
Closed -$331K – 117
2025
Q1 		$331K Hold
9,582
– – 0.33% 78
2024
Q4 		$338K Buy
+9,582
New +$338K 0.34% 76

Other funds holding UOCT

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

Novus Advisors's UOCT Position: Q2 2025 in Review

Novus Advisors sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2025, closing a stake of 9,582 shares — an estimated $331K sold.

Novus Advisors first reported a position in UOCT in Q4 2024 and held it in 2 quarters. The position peaked at $338K in Q4 2024. 78 funds tracked by Wall St. Rank hold UOCT as of Q2 2025.

  • Novus Advisors reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Novus Advisors sold 9,582 Innovator US Equity Ultra Buffer ETF October shares in Q2 2025, an estimated $331K.
  • Novus Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • Novus Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $338K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2025.

Based on Novus Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.