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Orion Portfolio Solutions’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$603K Buy
+17,467
New +$618K 0.01% 1324

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
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Orion Portfolio Solutions's UOCT Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2025: 17,467 shares worth $603K. The stake represents 0.01% of the portfolio and ranks #1324 among its holdings.

78 funds tracked by Wall St. Rank hold UOCT as of Q1 2025.

  • Orion Portfolio Solutions held 17,467 shares of Innovator US Equity Ultra Buffer ETF October worth $603K as of Q1 2025.
  • Innovator US Equity Ultra Buffer ETF October was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Ultra Buffer ETF October made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1324 holding.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.