Truist Financial
UOCT icon

Truist Financial’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Truist Financial’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 		$1.78M Sell
43,407
-217
-0.5% -$8.76K ﹤0.01% 1450
2026
Q1 		$1.67M Sell
43,624
-227
-0.5% -$8.86K ﹤0.01% 1436
2025
Q4 		$1.71M Sell
43,851
-299
-0.7% -$11.6K ﹤0.01% 1384
2025
Q3 		$1.7M Sell
44,150
-865
-2% -$32.6K ﹤0.01% 1416
2025
Q2 		$1.66M Sell
45,015
-26
-0.1% -$913 ﹤0.01% 1374
2025
Q1 		$1.56M Buy
45,041
+17
+0% +$602 ﹤0.01% 1336
2024
Q4 		$1.59M Buy
45,024
+5,224
+13% +$184K ﹤0.01% 1343
2024
Q3 		$1.39M Sell
39,800
-1,347
-3% -$46.5K ﹤0.01% 1389
2024
Q2 		$1.41M Sell
41,147
-235
-0.6% -$7.95K ﹤0.01% 1445
2024
Q1 		$1.39M Buy
41,382
+7
+0% +$231 ﹤0.01% 1454
2023
Q4 		$1.34M Buy
+41,375
New +$1.29M ﹤0.01% 1469

Other funds holding UOCT

Commonwealth Equity Services
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Truist Financial's UOCT Position: Q2 2026 in Review

Truist Financial reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 0.5% in Q2 2026, selling an estimated $8.76K and leaving 43,407 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Truist Financial first reported a position in UOCT in Q4 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • Truist Financial held 43,407 shares of Innovator US Equity Ultra Buffer ETF October worth $1.78M as of Q2 2026.
  • Truist Financial sold 217 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $8.76K.
  • Innovator US Equity Ultra Buffer ETF October made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1450 holding.
  • Truist Financial first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.