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

Triad Wealth Partners’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	$1.57M	Buy	37,611 +14,878	+65%	+$601K	0.09%	150
2026 Q1	$869K	Buy	22,733 +7,541	+50%	+$294K	0.07%	194
2025 Q4	$593K	Buy	15,192 +2,013	+15%	+$77.9K	0.06%	235
2025 Q3	$506K	Buy	13,179 +7,125	+118%	+$268K	0.07%	204
2025 Q2	$223K	Buy	+6,054	New	+$213K	0.05%	264
2024 Q3	–	Sell	-157	Closed	-$5.38K	–	868
2024 Q2	$5.38K	Buy	+157	New	+$5.31K	﹤0.01%	551

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

Triad Wealth Partners's UOCT Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 65% in Q2 2026, buying an estimated $601K and bringing the position to 37,611 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #150.

Triad Wealth Partners first reported a position in UOCT in Q2 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

Triad Wealth Partners held 37,611 shares of Innovator US Equity Ultra Buffer ETF October worth $1.57M as of Q2 2026.
Triad Wealth Partners bought 14,878 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $601K.
Innovator US Equity Ultra Buffer ETF October made up 0.09% of Triad Wealth Partners's portfolio in Q2 2026, its #150 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2024 and has held it in 6 quarters since.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.