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

SteelPeak 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	$841K	Buy	+20,458	New	+$826K	0.02%	337

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 23.67% 1-Year Est. Return

ASN

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWM

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

SteelPeak Wealth's UOCT Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2026: 20,458 shares worth $841K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings.

94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

SteelPeak Wealth held 20,458 shares of Innovator US Equity Ultra Buffer ETF October worth $841K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF October was a new SteelPeak Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #337 holding.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.