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UOCT icon

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 62 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.
  • 62 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.