Retirement Planning Group (Kansas)’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Retirement Planning Group (Kansas)’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	$214K	Hold	5,587	–	–	0.01%	466
2025 Q4	$218K	Hold	5,587	–	–	0.01%	398
2025 Q3	$215K	Hold	5,587	–	–	0.01%	387
2025 Q2	$205K	Buy	+5,587	New	+$196K	0.01%	298
2024 Q2	–	Sell	-6,812	Closed	-$229K	–	240
2024 Q1	$229K	Hold	6,812	–	–	0.02%	203
2023 Q4	$221K	Hold	6,812	–	–	0.02%	175
2023 Q3	$208K	Sell	6,812 -21,273	-76%	-$642K	0.02%	156
2023 Q2	$839K	Sell	28,085 -557	-2%	-$16.2K	0.08%	70
2023 Q1	$817K	Hold	28,642	–	–	0.09%	64
2022 Q4	$781K	Buy	+28,642	New	+$775K	0.09%	67

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

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 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

Retirement Planning Group (Kansas)'s UOCT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 5,587 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #466.

Retirement Planning Group (Kansas) first reported a position in UOCT in Q4 2022 and has held it in 10 quarters since. The position peaked at $839K in Q2 2023. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Retirement Planning Group (Kansas) held 5,587 shares of Innovator US Equity Ultra Buffer ETF October worth $214K as of Q1 2026.
Retirement Planning Group (Kansas) left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #466 holding.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2022 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s Innovator US Equity Ultra Buffer ETF October position peaked at $839K in Q2 2023.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.