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

Sovran 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
2025
Q2 		– Sell
-14,219
Closed -$477K – 525
2025
Q1 		$477K Hold
14,219
– – 0.06% 296
2024
Q4 		$500K Buy
+14,219
New +$501K 0.07% 257

Other funds holding UOCT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Sovran Advisors's UOCT Position: Q2 2025 in Review

Sovran Advisors sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2025, closing a stake of 14,219 shares — an estimated $477K sold.

Sovran Advisors first reported a position in UOCT in Q4 2024 and held it in 2 quarters. The position peaked at $500K in Q4 2024. 78 funds tracked by Wall St. Rank hold UOCT as of Q2 2025.

  • Sovran Advisors reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Sovran Advisors sold 14,219 Innovator US Equity Ultra Buffer ETF October shares in Q2 2025, an estimated $477K.
  • Sovran Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • Sovran Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $500K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2025.

Based on Sovran Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.