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Syntegra Private Wealth Group’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Syntegra Private Wealth Group’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
Q3 		$202K Buy
+4,760
New +$199K 0.02% 199

Other funds holding UOCT

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Syntegra Private Wealth Group's UOCT Position: Q3 2026 in Review

Syntegra Private Wealth Group opened a new position in Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2026: 4,760 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

15 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

  • Syntegra Private Wealth Group held 4,760 shares of Innovator US Equity Ultra Buffer ETF October worth $202K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF October was a new Syntegra Private Wealth Group position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.02% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #199 holding.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.