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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Triad Wealth Partners's UOCT Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 50% in Q1 2026, buying an estimated $294K and bringing the position to 22,733 shares worth $869K. The position accounts for 0.07% of the portfolio, ranked #194.

Triad Wealth Partners first reported a position in UOCT in Q2 2024 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

  • Triad Wealth Partners held 22,733 shares of Innovator US Equity Ultra Buffer ETF October worth $869K as of Q1 2026.
  • Triad Wealth Partners bought 7,541 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $294K.
  • Innovator US Equity Ultra Buffer ETF October made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #194 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2024 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.