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

Spire Wealth Management’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 		$3.24M Sell
78,766
-3,432
-4% -$139K 0.1% 185
2026
Q1 		$3.14M Sell
82,198
-4,670
-5% -$182K 0.11% 173
2025
Q4 		$3.39M Buy
86,868
+65,197
+301% +$2.52M 0.11% 165
2025
Q3 		$833K Sell
21,671
-90
-0.4% -$3.39K 0.03% 410
2025
Q2 		$800K Buy
21,761
+1
+0% +$35 0.03% 398
2025
Q1 		$752K Sell
21,760
-3,984
-15% -$141K 0.02% 467
2024
Q4 		$908K Buy
25,744
+16,389
+175% +$578K 0.03% 417
2024
Q3 		$326K Buy
9,355
+1
+0% +$35 0.01% 622
2024
Q2 		$320K Sell
9,354
-9,233
-50% -$312K 0.01% 596
2024
Q1 		$624K Buy
18,587
+1
+0% +$33 0.01% 465
2023
Q4 		$607K Buy
18,586
+13,486
+264% +$421K 0.02% 470
2023
Q3 		$156K Sell
5,100
-100
-2% -$3.02K 0.01% 791
2023
Q2 		$155K Sell
5,200
-1
-0% -$29 0.01% 806
2023
Q1 		$148K Buy
5,201
+2,001
+63% +$56.1K 0.01% 823
2022
Q4 		$87K Hold
3,200
– – ﹤0.01% 793
2022
Q3 		$84K Hold
3,200
– – 0.01% 769
2022
Q2 		$84K Buy
3,200
+2,500
+357% +$68.2K ﹤0.01% 1095
2022
Q1 		$20K Sell
700
-2,500
-78% -$70.2K ﹤0.01% 1821
2021
Q4 		$91K Buy
3,200
+2,500
+357% +$70.7K ﹤0.01% 1441
2021
Q3 		$19K Hold
700
– – ﹤0.01% 1881
2021
Q2 		$19K Sell
700
-2,500
-78% -$68.8K ﹤0.01% 1899
2021
Q1 		$87K Buy
+3,200
New +$86.4K ﹤0.01% 1455

Other funds holding UOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's UOCT Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 4.2% in Q2 2026, selling an estimated $139K and leaving 78,766 shares worth $3.24M. The position accounts for 0.1% of the portfolio, ranked #185.

Spire Wealth Management first reported a position in UOCT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.39M in Q4 2025. 10 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Spire Wealth Management held 78,766 shares of Innovator US Equity Ultra Buffer ETF October worth $3.24M as of Q2 2026.
  • Spire Wealth Management sold 3,432 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $139K.
  • Innovator US Equity Ultra Buffer ETF October made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Innovator US Equity Ultra Buffer ETF October position peaked at $3.39M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.