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Ausdal Financial Partners’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Ausdal Financial Partners’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,370
Closed -$211K – 446
2023
Q1 		$211K Buy
+8,370
New +$208K 0.03% 411

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W
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FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CAPTRUST Financial Advisors
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Ausdal Financial Partners's IOCT Position: Q2 2023 in Review

Ausdal Financial Partners sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2023, closing a stake of 8,370 shares — an estimated $211K sold.

Ausdal Financial Partners first reported a position in IOCT in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 40 funds tracked by Wall St. Rank hold IOCT as of Q2 2023.

  • Ausdal Financial Partners reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 8,370 Innovator International Developed Power Buffer ETF October shares in Q2 2023, an estimated $211K.
  • Ausdal Financial Partners first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2023 and held it in 1 quarter.
  • Ausdal Financial Partners's Innovator International Developed Power Buffer ETF October position peaked at $211K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.