Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Steward Partners Investment Advisory’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	$16.4K	Sell	400 -582	-59%	-$23.5K	﹤0.01%	3494
2026 Q1	$37.6K	Hold	982	–	–	﹤0.01%	2929
2025 Q4	$38.3K	Hold	982	–	–	﹤0.01%	2807
2025 Q3	$37.7K	Sell	982 -716	-42%	-$27K	﹤0.01%	2751
2025 Q2	$62.5K	Buy	1,698 +582	+52%	+$20.4K	﹤0.01%	2365
2025 Q1	$38.6K	Hold	1,116	–	–	﹤0.01%	2505
2024 Q4	$39.4K	Buy	1,116 +716	+179%	+$25.2K	﹤0.01%	2458
2024 Q3	$13.9K	Buy	+400	New	+$13.8K	﹤0.01%	2816

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

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Steward Partners Investment Advisory's UOCT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 59% in Q2 2026, selling an estimated $23.5K and leaving 400 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Steward Partners Investment Advisory first reported a position in UOCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $62.5K in Q2 2025. 79 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Steward Partners Investment Advisory held 400 shares of Innovator US Equity Ultra Buffer ETF October worth $16.4K as of Q2 2026.
Steward Partners Investment Advisory sold 582 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $23.5K.
Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3494 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Ultra Buffer ETF October position peaked at $62.5K in Q2 2025.
79 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.