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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

77 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF October in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$54.8M
2
TPW
Talon Private Wealth
Florida
$32.8M
3
IWM
IHT Wealth Management
Illinois
$3.82M
4
ATS
Ashton Thomas Securities
New York
$2.19M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.01M

Top Sellers

1
DLHL
Donald L. Hagan LLC
Florida
$1.88M
2
SPC
Sigma Planning Corp
Michigan
$0
3
Raymond James Financial
Raymond James Financial
Florida
$12.3M
4
FA
Fermata Advisors
California
$1.11M
5
TF
Trek Financial
Arizona
$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$987K -$197K -5,707 -17%
BFG
27
Berger Financial Group
Minnesota
$970K – – –
KWA
28
Kellett Wealth Advisors
Ohio
$951K -$311 -9 -0%
HI
29
Harbour Investments
Wisconsin
$876K -$24.4K -705 -3%
CAG
30
Compass Advisory Group
New York
$873K -$28K -811 -3%
Betterment LLC
31
Betterment LLC
New York
$775K -$63.4K -1,835 -8%
SWM
32
Spire Wealth Management
Virginia
$752K -$138K -3,984 -15%
OMC
33
Old Mission Capital
Illinois
$703K +$703K +20,344 New
WS
34
Wedbush Securities
California
$676K +$365K +10,570 +117%
CF
35
Centaurus Financial
California
$671K -$2.42K -70 -0.4%
VPF
36
Vantage Point Financial
Illinois
$619K +$8.95K +259 +1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$611K +$230K +6,662 +60%
LIWM
38
Long Island Wealth Management
New York
$608K – – –
BCI
39
Brinker Capital Investments
Pennsylvania
$603K +$603K +17,467 New
OPS
40
Orion Portfolio Solutions
Nebraska
$603K +$603K +17,467 New
W
41
WorthPointe
California
$549K +$1.24K +36 +0.2%
CCAL
42
City Center Advisors LLC
Michigan
$531K +$28.7K +831 +6%
RA
43
RFG Advisory
Alabama
$513K +$279K +8,087 +120%
SA
44
Sovran Advisors
California
$477K – – –
MCC
45
Money Concepts Capital
Florida
$429K -$236K -6,833 -35%
TF
46
Trek Financial
Arizona
$411K -$380K -10,991 -48%
AWA
47
Arkadios Wealth Advisors
Georgia
$347K +$347K +10,034 New
Morgan Stanley
48
Morgan Stanley
New York
$345K – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$338K -$34.5K -1,000 -9%
NA
50
Novus Advisors
South Carolina
$331K – – –
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