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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

77 hedge funds and large institutions have $101M 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, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WTFG
Wood Tarver Financial Group
Idaho
$1.71M
2
BCI
Brinker Capital Investments
Pennsylvania
$1.58M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.1M
4
FFS
Founders Financial Securities
Maryland
$779K
5
PCA
Prosperity Capital Advisors
Ohio
$7.48M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$2.11M
2
TPW
Talon Private Wealth
Florida
$467K
3
EMAM
Encompass More Asset Management
California
$4.7M
4
FA
Fermata Advisors
California
$0
5
KWM
KFG Wealth Management
Indiana
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$13.2M +$115K +3,125 +0.9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12M -$37.9K -1,031 -0.3%
PCA
3
Prosperity Capital Advisors
Ohio
$7.48M +$516K +14,021 +7%
EMAM
4
Encompass More Asset Management
California
$4.7M -$1.47M -39,990 -24%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.1M +$898K +24,415 +28%
IWM
6
IHT Wealth Management
Illinois
$3.4M -$635K -17,259 -16%
ASN
7
Advisory Services Network
Georgia
$3.25M – – –
KAS
8
Kestra Advisory Services
Texas
$2.47M -$464K -12,605 -16%
KWM
9
KFG Wealth Management
Indiana
$2.44M -$646K -17,563 -21%
ATS
10
Ashton Thomas Securities
New York
$2.33M -$2.69K -73 -0.1%
IWM
11
IMG Wealth Management
Florida
$2.28M +$29.3K +796 +1%
BCM
12
Brookstone Capital Management
Illinois
$2.11M -$56.2M -1,528,361 -96%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.07M +$159K +4,483 +8%
DLHL
14
Donald L. Hagan LLC
Florida
$1.97M -$28K -762 -1%
AF
15
Allworth Financial
California
$1.95M +$51.5K +1,399 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.83M -$197K -5,347 -10%
LPL Financial
17
LPL Financial
California
$1.75M +$91.5K +2,488 +6%
CVA
18
Central Valley Advisors
California
$1.74M -$52.9K -1,439 -3%
WTFG
19
Wood Tarver Financial Group
Idaho
$1.71M +$1.37M +37,265 +404%
Truist Financial
20
Truist Financial
North Carolina
$1.66M -$956 -26 -0.1%
SAG
21
SageView Advisory Group
California
$1.63M +$114K +3,034 +7%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.58M +$933K +25,369 +145%
BFC
23
Bedel Financial Consulting
Indiana
$1.37M -$15.5K -421 -1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.28M -$49.4K -1,343 -4%
OMC
25
Old Mission Capital
Illinois
$1.08M +$332K +9,020 +44%
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