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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

76 hedge funds and large institutions have $100M invested in Innovator US Equity Ultra Buffer ETF October in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WTFG
1
Wood Tarver Financial Group
Idaho
$1.71M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.58M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.1M
4
FFS
4
Founders Financial Securities
Maryland
$779K
5
PCA
5
Prosperity Capital Advisors
Ohio
$7.48M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.11M
2
TPW
2
Talon Private Wealth
Florida
$467K
3
EMAM
3
Encompass More Asset Management
California
$4.7M
4
FA
4
Fermata Advisors
California
$0
5
KWM
5
KFG Wealth Management
Indiana
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$13.2M 359,421 +3,125 +0.9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12M 325,958 -1,031 -0.3%
PCA
3
Prosperity Capital Advisors
Ohio
$7.48M 203,379 +14,021 +7%
EMAM
4
Encompass More Asset Management
California
$4.7M 127,859 -39,990 -24%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.1M 111,576 +24,415 +28%
IWM
6
IHT Wealth Management
Illinois
$3.4M 92,511 -17,259 -16%
ASN
7
Advisory Services Network
Georgia
$3.25M 86,884 – –
KAS
8
Kestra Advisory Services
Texas
$2.47M 67,083 -12,605 -16%
KWM
9
KFG Wealth Management
Indiana
$2.44M 66,331 -17,563 -21%
ATS
10
Ashton Thomas Securities
New York
$2.33M 63,385 -73 -0.1%
IWM
11
IMG Wealth Management
Florida
$2.28M 61,877 +796 +1%
BCM
12
Brookstone Capital Management
Illinois
$2.11M 57,368 -1,528,361 -96%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.07M 58,465 +4,483 +8%
DLHL
14
Donald L. Hagan LLC
Florida
$1.97M 53,555 -762 -1%
AF
15
Allworth Financial
California
$1.95M 52,956 +1,399 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.83M 49,626 -5,347 -10%
LPL Financial
17
LPL Financial
California
$1.75M 47,455 +2,488 +6%
CVA
18
Central Valley Advisors
California
$1.74M 47,407 -1,439 -3%
WTFG
19
Wood Tarver Financial Group
Idaho
$1.71M 46,484 +37,265 +404%
Truist Financial
20
Truist Financial
North Carolina
$1.66M 45,015 -26 -0.1%
SAG
21
SageView Advisory Group
California
$1.63M 43,489 +3,034 +7%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.58M 42,836 +25,369 +145%
BFC
23
Bedel Financial Consulting
Indiana
$1.37M 37,124 -421 -1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.28M 34,923 -1,343 -4%
OMC
25
Old Mission Capital
Illinois
$1.08M 29,364 +9,020 +44%
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