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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 %
BFG
26
Berger Financial Group
Minnesota
$1.03M 28,084 – –
MML Investors Services
27
MML Investors Services
Massachusetts
$935K 25,407 -5,572 -18%
Betterment LLC
28
Betterment LLC
New York
$934K 25,393 +2,964 +13%
AWM
29
AE Wealth Management
Kansas
$931K 25,316 -3,264 -11%
CAG
30
Compass Advisory Group
New York
$925K 25,136 -140 -0.6%
KWA
31
Kellett Wealth Advisors
Ohio
$809K 21,986 -5,544 -20%
HI
32
Harbour Investments
Wisconsin
$803K 21,827 -3,530 -14%
SWM
33
Spire Wealth Management
Virginia
$800K 21,761 +1 +0%
FFS
34
Founders Financial Securities
Maryland
$779K 21,185 +21,185 New
WS
35
Wedbush Securities
California
$720K 19,570 – –
VPF
36
Vantage Point Financial
Illinois
$684K 18,590 +687 +4%
CF
37
Centaurus Financial
California
$683K 18,577 -842 -4%
W
38
WorthPointe
California
$582K 15,824 -74 -0.5%
CCAL
39
City Center Advisors LLC
Michigan
$524K 14,248 -1,109 -7%
RA
40
RFG Advisory
Alabama
$492K 13,381 -1,467 -10%
TPW
41
Talon Private Wealth
Florida
$467K 12,702 -935,214 -99%
LIWM
42
Long Island Wealth Management
New York
$443K 12,046 -5,550 -32%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$397K 10,785 +1,000 +10%
MCC
44
Money Concepts Capital
Florida
$388K 10,548 -1,874 -15%
Morgan Stanley
45
Morgan Stanley
New York
$368K 10,000 – –
SAI
46
Savvy Advisors Inc
New York
$351K 9,555 +9,555 New
SB
47
Strategic Blueprint
Georgia
$347K 9,423 – –
CIAS
48
Capital Investment Advisory Services
North Carolina
$316K 8,588 -762 -8%
APW
49
Atlantic Private Wealth
North Carolina
$316K 8,578 – –
TF
50
Trek Financial
Arizona
$307K 8,344 -3,544 -30%
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