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WealthGarden F.S.’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

WealthGarden F.S.’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 		$509K Hold
12,383
– – 0.29% 99
2026
Q1 		$474K Hold
12,383
– – 0.32% 93
2025
Q4 		$487K Hold
12,383
– – 0.32% 89
2025
Q3 		$477K Buy
+12,383
New +$466K 0.34% 90

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

WealthGarden F.S.'s UOCT Position: Q2 2026 in Review

WealthGarden F.S. held its Innovator US Equity Ultra Buffer ETF October (UOCT) position steady in Q2 2026 at 12,383 shares worth $509K. The position accounts for 0.29% of the portfolio, ranked #99.

WealthGarden F.S. first reported a position in UOCT in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

  • WealthGarden F.S. held 12,383 shares of Innovator US Equity Ultra Buffer ETF October worth $509K as of Q2 2026.
  • WealthGarden F.S. left its Innovator US Equity Ultra Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF October made up 0.29% of WealthGarden F.S.'s portfolio in Q2 2026, its #99 holding.
  • WealthGarden F.S. first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.