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

Todd 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
Q3 		$442K Buy
10,426
+100
+1% +$4.18K 0.34% 62
2026
Q2 		$425K Hold
10,326
– – 0.32% 65
2026
Q1 		$395K Hold
10,326
– – 0.36% 65
2025
Q4 		$403K Buy
+10,326
New +$399K 0.36% 63

Other funds holding UOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Todd Wealth Management's UOCT Position: Q3 2026 in Review

Todd Wealth Management increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 0.97% in Q3 2026, buying an estimated $4.18K and bringing the position to 10,426 shares worth $442K. The position accounts for 0.34% of the portfolio, ranked #62.

Todd Wealth Management first reported a position in UOCT in Q4 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

  • Todd Wealth Management held 10,426 shares of Innovator US Equity Ultra Buffer ETF October worth $442K as of Q3 2026.
  • Todd Wealth Management bought 100 Innovator US Equity Ultra Buffer ETF October shares in Q3 2026, an estimated $4.18K.
  • Innovator US Equity Ultra Buffer ETF October made up 0.34% of Todd Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Todd Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.