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 Q3	$2.06M	Buy	48,628 +11,017	+29%	+$460K	0.11%	125
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 $77B AUM 19.24% 1-Year Est. Return

FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Triad Wealth Partners's UOCT Position: Q3 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 29% in Q3 2026, buying an estimated $460K and bringing the position to 48,628 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #125.

Triad Wealth Partners first reported a position in UOCT in Q2 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold UOCT as of Q3 2026.

Triad Wealth Partners held 48,628 shares of Innovator US Equity Ultra Buffer ETF October worth $2.06M as of Q3 2026.
Triad Wealth Partners bought 11,017 Innovator US Equity Ultra Buffer ETF October shares in Q3 2026, an estimated $460K.
Innovator US Equity Ultra Buffer ETF October made up 0.11% of Triad Wealth Partners's portfolio in Q3 2026, its #125 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.