UOCT — INNOVATOR S&P 500 ULTRA BUFFER ETF - OCTOBER

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  23 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INNOVATOR S&P 500 ULTRA BUFFER ETF - OCTOBER (UOCT) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows UOCT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INNOVATOR S&P 500 ULTRA BUFFER ETF - OCTOBER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UOCT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UOCT stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held UOCT — position size vs. price
% of Fund (quarterly)    UOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,100 — 0% 0.01% $233K 2026-04-13 $39.35
2025 Q4 UNCHANGED 6,100 — 0% 0.02% $238K 2026-02-06 $39.27
2025 Q3 UNCHANGED 6,100 — 0% 0.02% $234K 2025-11-14 (Est.) $38.51
2025 Q2 UNCHANGED 6,100 — 0% 0.02% $224K 2025-08-04 $37.38
2025 Q1 UNCHANGED 6,100 — 0% 0.02% $211K 2025-04-23 $33.89
2024 Q4 UNCHANGED 6,100 — 0% 0.02% $215K 2025-02-10 $35.92
2024 Q3 REDUCED 6,100 -1,000 -14.1% 0.02% $212K 2024-10-28 $35.05
2024 Q2 UNCHANGED 7,100 — 0% 0.02% $243K 2024-08-06 $34.16
2024 Q1 UNCHANGED 7,100 — 0% 0.02% $239K 2024-05-01 $33.42
2023 Q4 ADDED 7,100 +300 +4.4% 0.02% $230K 2024-01-10 $32.46
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UOCT

As of 2026 Q1 — sorted by position size

Brookstone Capital Management 3Y 7Y 0.73% CENTRAL VALLEY ADVISORS, LLC 0.64% KFG WEALTH MANAGEMENT, LLC 3Y 0.61% NewCorp Financial Services, Inc. 0.36% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.33% Compass Advisory Group LLC 3Y 0.21% Long Island Wealth Management, Inc. 0.21% Chris Bulman Inc 0.14% Spire Wealth Management 3Y 0.11% DHJJ Financial Advisors, Ltd. 3Y 0.08%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and UOCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning UOCT?

CREATIVE FINANCIAL DESIGNS INC /ADV reported UOCT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UOCT position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for UOCT was 0.02% in 2023 Q4.

What is the latest reported UOCT position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 6,100 shares, equal to 0.01% of portfolio, with an estimated market value of $233K.

What does the chart on this UOCT ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly UOCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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