Assetmark, Inc Innovator U.S. Equity Ultra Bu Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Assetmark, Inc holds 394 shares of UOCT stock, worth $15,172. This represents 0.0% of its overall portfolio holdings.

Number of Shares

394

Holding current value

$15,172

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$38.1 - $38.9 $15,011 - $15,326	394 New	394 $15,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

4.02M

Call Options Held

Put Options Held

Brookstone Capital Management

1.67M
Shares

$64.3 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

320K
Shares

$12.3 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

140K
Shares

$5.39 Million
0.33% of portfolio
Kfg Wealth Management, LLC Granger, IN

137K
Shares

$5.28 Million
1.16% of portfolio
Mercer Global Advisors Inc Denver, CO

116K
Shares

$4.45 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

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