Partners Wealth Management
UOCT icon

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

Partners 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
Q3 		$921K Buy
+21,719
New +$907K 0.1% 177

Other funds holding UOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Partners Wealth Management's UOCT Position: Q3 2026 in Review

Partners Wealth Management opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2026: 21,719 shares worth $921K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings.

66 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

  • Partners Wealth Management held 21,719 shares of Innovator US Equity Ultra Buffer ETF October worth $921K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF October was a new Partners Wealth Management position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.1% of Partners Wealth Management's portfolio in Q3 2026, its #177 holding.
  • 66 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.