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UOCTUOCT
16 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER

AE Wealth Management LLC holds 24,802 shares of UOCT (INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER), worth $1M as of 2026-Q2. The position was decreased (-0.9% shares). UOCT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$1M

Current Shares

24,802

Total Value Change

+$409,610

Total Shares Change

+1,563

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
24,802
-0.9%
$1M0.0%$41.11
0
2026-Q1
Decreased
25,022
-7.5%
$956,8410.0%$39.03
0
2025-Q4
Increased
27,062
+4.4%
$1.1M0.0%$39.17
26
2025-Q3
Increased
25,928
+2.4%
$996,4130.0%$38.42
26
2025-Q2
Decreased
25,316
-11.4%
$931,1600.0%$36.70
0
2025-Q1
Decreased
28,580
-16.6%
$987,4280.0%$34.44
0
2024-Q4
Increased
34,287
+22.3%
$1.2M0.0%$35.39
30
2024-Q3
Increased
28,044
+0.3%
$976,2120.0%$34.82
25
2024-Q2
Decreased
27,952
-2.9%
$957,4960.0%$34.26
0
2024-Q1
Increased
28,781
+1.8%
$966,8950.0%$33.59
25
2023-Q4
Increased
28,287
+8.8%
$926,9650.0%$32.37
27
2023-Q3
Decreased
25,992
-1.7%
$793,2760.0%$30.52
0
2023-Q2
Decreased
26,438
-7.0%
$789,7030.0%$29.82
0
2023-Q1
Decreased
28,443
-3.8%
$811,3140.0%$28.37
0
2022-Q4
Increased
29,567
+27.2%
$806,5880.0%$27.28
31
2022-Q3
New
23,239
-
$610,0000.0%$26.25
34

Other major holders of UOCT: COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES FINANCIAL INC

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