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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 %
AWA
51
Arete Wealth Advisors
Illinois
$285K 7,741 -1,014 -12%
GS
52
GTS Securities
New York
$281K 7,643 +7,643 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$278K 7,519 – –
BFA
54
Beacon Financial Advisory
Ohio
$272K 7,387 – –
CFD
55
Creative Financial Designs
Indiana
$224K 6,100 – –
RIL
56
Rothschild Investment LLC
Illinois
$223K 6,055 – –
TWP
57
Triad Wealth Partners
Kansas
$223K 6,054 +6,054 New
CWA
58
Continuum Wealth Advisors
New York
$211K 5,747 +5,747 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$208K 5,645 +5,645 New
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$205K 5,587 +5,587 New
FNWA
61
Financial Network Wealth Advisors
Utah
$169K 4,593 +1,136 +33%
CA
62
CoreCap Advisors
Michigan
$152K 4,121 +994 +32%
PS
63
Principal Securities
Iowa
$143K 3,881 +1,251 +48%
AAS
64
Ameritas Advisory Services
Nebraska
$127K 3,454 -2,575 -43%
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$120K 3,250 +3,250 New
ACA
66
Aptus Capital Advisors
Alabama
$120K 3,250 +3,250 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$105K 2,847 – –
UBS Group
68
UBS Group
Switzerland
$65.4K 1,777 +1,777 New
SPIA
69
Steward Partners Investment Advisory
New York
$62.5K 1,698 +582 +52%
Barclays
70
Barclays
United Kingdom
$52K 1,422 +1,307 +1,137%
WP
71
WealthShield Partners
North Carolina
$32.7K 888 -894 -50%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$18K 500 – –
AAP
73
Arax Advisory Partners
Colorado
$15.8K 430 – –
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$8.86K 241 -121 -33%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$3.68K 100 -500 -83%
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