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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 %
SB
51
Strategic Blueprint
Georgia
$326K +$4.08K +118 +1%
CIAS
52
Capital Investment Advisory Services
North Carolina
$323K – – –
WTFG
53
Wood Tarver Financial Group
Idaho
$319K +$154K +4,443 +93%
AWA
54
Arete Wealth Advisors
Illinois
$302K -$69.4K -2,013 -19%
TC
55
TownSquare Capital
Utah
$301K -$8.64K -250 -3%
Citadel Advisors
56
Citadel Advisors
Florida
$301K -$204K -5,895 -40%
APW
57
Atlantic Private Wealth
North Carolina
$296K – – –
CA
58
Continuum Advisory
Idaho
$260K +$102K +2,953 +65%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$260K -$74.4K -2,152 -22%
BFA
60
Beacon Financial Advisory
Ohio
$255K – – –
CFD
61
Creative Financial Designs
Indiana
$211K – – –
RIL
62
Rothschild Investment LLC
Illinois
$209K – – –
AAS
63
Ameritas Advisory Services
Nebraska
$208K -$9.74K -282 -4%
AWM
64
Accurate Wealth Management
Florida
$204K +$204K +6,070 New
FNWA
65
Financial Network Wealth Advisors
Utah
$119K +$4.84K +140 +4%
CA
66
CoreCap Advisors
Michigan
$108K – – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$98.4K – – –
PS
68
Principal Securities
Iowa
$92.8K – – –
WP
69
WealthShield Partners
North Carolina
$61.6K -$8.47K -245 -12%
SPIA
70
Steward Partners Investment Advisory
New York
$38.6K – – –
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$20.7K – – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$17K – – –
AAP
73
Arax Advisory Partners
Colorado
$14.9K – – –
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$12.5K – – –
Barclays
75
Barclays
United Kingdom
$4K +$4K +115 New
1 2
3
4