Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-7,203	Closed	-$283K	–	3870
2025 Q4	$283K	Hold	7,203	–	–	﹤0.01%	2974
2025 Q3	$277K	Sell	7,203 -316	-4%	-$11.9K	﹤0.01%	2864
2025 Q2	$278K	Hold	7,519	–	–	﹤0.01%	2707
2025 Q1	$260K	Sell	7,519 -2,152	-22%	-$76.2K	﹤0.01%	2554
2024 Q4	$341K	Hold	9,671	–	–	﹤0.01%	2271
2024 Q3	$337K	Hold	9,671	–	–	﹤0.01%	2093
2024 Q2	$331K	Hold	9,671	–	–	﹤0.01%	1913
2024 Q1	$325K	Hold	9,671	–	–	﹤0.01%	1867
2023 Q4	$313K	Hold	9,671	–	–	﹤0.01%	1784
2023 Q3	$295K	Buy	+9,671	New	+$292K	﹤0.01%	1750

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

Wealth Enhancement Advisory Services's UOCT Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2026, closing a stake of 7,203 shares — an estimated $283K sold.

Wealth Enhancement Advisory Services first reported a position in UOCT in Q3 2023 and held it in 10 quarters. The position peaked at $341K in Q4 2024. 91 funds tracked by Wall St. Rank hold UOCT as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 7,203 Innovator US Equity Ultra Buffer ETF October shares in Q1 2026, an estimated $283K.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF October position peaked at $341K in Q4 2024.
91 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.