WealthShield Partners’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

WealthShield 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 Q2	$37.5K	Sell	911 -373	-29%	-$15.1K	0.01%	296
2026 Q1	$49.1K	Sell	1,284 -19	-1%	-$742	0.01%	447
2025 Q4	$50.9K	Buy	1,303 +415	+47%	+$16.1K	0.01%	430
2025 Q3	$34.1K	Hold	888	–	–	﹤0.01%	450
2025 Q2	$32.7K	Sell	888 -894	-50%	-$31.4K	﹤0.01%	442
2025 Q1	$61.6K	Sell	1,782 -245	-12%	-$8.67K	0.01%	408
2024 Q4	$71.5K	Buy	+2,027	New	+$71.4K	0.01%	365
2023 Q4	–	Sell	-440	Closed	-$13.4K	–	508
2023 Q3	$13.4K	Hold	440	–	–	﹤0.01%	432
2023 Q2	$13.1K	Hold	440	–	–	﹤0.01%	435
2023 Q1	$12.6K	Buy	+440	New	+$12.3K	﹤0.01%	435

Other funds holding UOCT

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

WealthShield Partners's UOCT Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 29% in Q2 2026, selling an estimated $15.1K and leaving 911 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #296.

WealthShield Partners first reported a position in UOCT in Q1 2023 and has held it in 10 quarters since. The position peaked at $71.5K in Q4 2024. 96 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

WealthShield Partners held 911 shares of Innovator US Equity Ultra Buffer ETF October worth $37.5K as of Q2 2026.
WealthShield Partners sold 373 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $15.1K.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #296 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2023 and has held it in 10 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF October position peaked at $71.5K in Q4 2024.
96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.