Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,614 shares of UOCT stock, worth $408,745. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,614

Holding current value

$408,745

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$36.83 - $38.43 $390,913 - $407,896	10,614 New	10,614 $407,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

4.01M

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

216K
Shares

$8.33 Million
0.48% of portfolio
Mercer Global Advisors Inc Denver, CO

116K
Shares

$4.45 Million
0.01% of portfolio
Cwm, LLC

112K
Shares

$4.33 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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Simplicity Wealth,Llc Innovator U.S. Equity Ultra Bu Transaction History