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

Prosperity Capital 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
2026 Q1	$5.74M	Buy	149,978 +9,931	+7%	+$388K	0.33%	63
2025 Q4	$5.47M	Sell	140,047 -76,328	-35%	-$2.95M	0.33%	65
2025 Q3	$8.32M	Buy	216,375 +12,996	+6%	+$490K	0.48%	45
2025 Q2	$7.48M	Buy	203,379 +14,021	+7%	+$492K	0.49%	45
2025 Q1	$6.56M	Buy	189,358 +14,912	+9%	+$528K	0.52%	40
2024 Q4	$6.15M	Buy	174,446 +14,071	+9%	+$496K	0.5%	40
2024 Q3	$5.58M	Buy	160,375 +5,901	+4%	+$204K	0.48%	40
2024 Q2	$5.29M	Buy	154,474 +46,708	+43%	+$1.58M	0.58%	31
2024 Q1	$3.62M	Sell	107,766 -8,071	-7%	-$266K	0.43%	42
2023 Q4	$3.75M	Buy	115,837 +10,586	+10%	+$331K	0.41%	44
2023 Q3	$3.21M	Buy	105,251 +7,277	+7%	+$220K	0.42%	40
2023 Q2	$2.93M	Sell	97,974 -14,020	-13%	-$408K	0.41%	42
2023 Q1	$3.19M	Buy	111,994 +55,376	+98%	+$1.55M	0.49%	39
2022 Q4	$1.54M	Buy	+56,618	New	+$1.53M	0.48%	40

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prosperity Capital Advisors's UOCT Position: Q1 2026 in Review

Prosperity Capital Advisors increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 7.1% in Q1 2026, buying an estimated $388K and bringing the position to 149,978 shares worth $5.74M. The position accounts for 0.33% of the portfolio, ranked #63.

Prosperity Capital Advisors first reported a position in UOCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.32M in Q3 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Prosperity Capital Advisors held 149,978 shares of Innovator US Equity Ultra Buffer ETF October worth $5.74M as of Q1 2026.
Prosperity Capital Advisors bought 9,931 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $388K.
Innovator US Equity Ultra Buffer ETF October made up 0.33% of Prosperity Capital Advisors's portfolio in Q1 2026, its #63 holding.
Prosperity Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
Prosperity Capital Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $8.32M in Q3 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.