O'Connor Financial Group’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

O'Connor Financial Group’s Portfolio UAUG Stock Details UAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$375K	Buy	+8,723	New	+$373K	0.13%	53

Other funds holding UAUG

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

O'Connor Financial Group's UAUG Position: Q3 2026 in Review

O'Connor Financial Group opened a new position in Innovator US Equity Ultra Buffer ETF August (UAUG) in Q3 2026: 8,723 shares worth $375K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings.

62 funds tracked by Wall St. Rank hold UAUG as of Q3 2026.

O'Connor Financial Group held 8,723 shares of Innovator US Equity Ultra Buffer ETF August worth $375K as of Q3 2026.
Innovator US Equity Ultra Buffer ETF August was a new O'Connor Financial Group position in Q3 2026.
Innovator US Equity Ultra Buffer ETF August made up 0.13% of O'Connor Financial Group's portfolio in Q3 2026, its #53 holding.
62 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q3 2026.

Based on O'Connor Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.