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

Simplicity Wealth’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 Q2	$589K	Buy	14,328 +3,714	+35%	+$150K	0.02%	576
2026 Q1	$406K	Sell	10,614 -786	-7%	-$30.7K	0.02%	508
2025 Q4	$445K	Buy	11,400 +786	+7%	+$30.4K	0.03%	462
2025 Q3	$408K	Buy	+10,614	New	+$400K	0.02%	492

Other funds holding UOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCA

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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Simplicity Wealth's UOCT Position: Q2 2026 in Review

Simplicity Wealth increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 35% in Q2 2026, buying an estimated $150K and bringing the position to 14,328 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #576.

Simplicity Wealth first reported a position in UOCT in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Simplicity Wealth held 14,328 shares of Innovator US Equity Ultra Buffer ETF October worth $589K as of Q2 2026.
Simplicity Wealth bought 3,714 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $150K.
Innovator US Equity Ultra Buffer ETF October made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #576 holding.
Simplicity Wealth first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.