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

Vantage Point 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 Q1	$622K	Hold	16,273	–	–	0.22%	86
2025 Q4	$635K	Sell	16,273 -353	-2%	-$13.7K	0.23%	78
2025 Q3	$639K	Sell	16,626 -1,964	-11%	-$74K	0.25%	74
2025 Q2	$684K	Buy	18,590 +687	+4%	+$24.1K	0.3%	63
2025 Q1	$619K	Buy	17,903 +259	+1%	+$9.17K	0.31%	58
2024 Q4	$622K	Buy	+17,644	New	+$622K	0.34%	57

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 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) 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 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

Vantage Point Financial's UOCT Position: Q1 2026 in Review

Vantage Point Financial held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q1 2026 at 16,273 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #86.

Vantage Point Financial first reported a position in UOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q2 2025. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Vantage Point Financial held 16,273 shares of Innovator US Equity Ultra Buffer ETF October worth $622K as of Q1 2026.
Vantage Point Financial left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF October made up 0.22% of Vantage Point Financial's portfolio in Q1 2026, its #86 holding.
Vantage Point Financial first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's Innovator US Equity Ultra Buffer ETF October position peaked at $684K in Q2 2025.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.