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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.

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

Top Sellers

1
DLHL
1
Donald L. Hagan LLC
Florida
$1.88M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
Raymond James Financial
3
Raymond James Financial
Florida
$12.3M
4
FA
4
Fermata Advisors
California
$1.11M
5
TF
5
Trek Financial
Arizona
$411K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$54.8M 1,585,729 +714,617 +82%
TPW
2
Talon Private Wealth
Florida
$32.8M 947,916 +672,237 +244%
Raymond James Financial
3
Raymond James Financial
Florida
$12.3M 356,296 -16,275 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.3M 326,989 -2,707 -0.8%
PCA
5
Prosperity Capital Advisors
Ohio
$6.56M 189,358 +14,912 +9%
EMAM
6
Encompass More Asset Management
California
$5.8M 167,849 +2,857 +2%
IWM
7
IHT Wealth Management
Illinois
$3.82M 109,770 +96,085 +702%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.01M 87,161 +43,329 +99%
ASN
9
Advisory Services Network
Georgia
$3M 86,884 -1,650 -2%
KWM
10
KFG Wealth Management
Indiana
$2.9M 83,894 -7,973 -9%
KAS
11
Kestra Advisory Services
Texas
$2.75M 79,688 -5,152 -6%
ATS
12
Ashton Thomas Securities
New York
$2.19M 63,458 +63,458 New
IWM
13
IMG Wealth Management
Florida
$2.11M 61,081 +437 +0.7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.9M 54,973 -2,089 -4%
DLHL
15
Donald L. Hagan LLC
Florida
$1.88M 54,317 -46,682 -46%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.87M 53,982 -569 -1%
AF
17
Allworth Financial
California
$1.76M 51,557 +19,144 +59%
CVA
18
Central Valley Advisors
California
$1.69M 48,846 -24 -0%
Truist Financial
19
Truist Financial
North Carolina
$1.56M 45,041 +17 +0%
LPL Financial
20
LPL Financial
California
$1.55M 44,967 +456 +1%
SAG
21
SageView Advisory Group
California
$1.4M 40,455 – –
BFC
22
Bedel Financial Consulting
Indiana
$1.3M 37,545 – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.25M 36,266 +25,806 +247%
FA
24
Fermata Advisors
California
$1.11M 32,144 -14,164 -31%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.07M 30,979 – –
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