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Berkshire Money Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Berkshire Money Management’s Portfolio UOCT Stock Details UOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18,010
Closed -$449K – 45
2020
Q2 		$449K Buy
+18,010
New +$438K 0.1% 35

Other funds holding UOCT

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Berkshire Money Management's UOCT Position: Q3 2020 in Review

Berkshire Money Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2020, closing a stake of 18,010 shares — an estimated $449K sold.

Berkshire Money Management first reported a position in UOCT in Q2 2020 and held it in 1 quarter. The position peaked at $449K in Q2 2020. 29 funds tracked by Wall St. Rank hold UOCT as of Q3 2020.

  • Berkshire Money Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q3 2020 after selling out during the quarter.
  • Berkshire Money Management sold 18,010 Innovator US Equity Ultra Buffer ETF October shares in Q3 2020, an estimated $449K.
  • Berkshire Money Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2020 and held it in 1 quarter.
  • Berkshire Money Management's Innovator US Equity Ultra Buffer ETF October position peaked at $449K in Q2 2020.
  • 29 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2020.

Based on Berkshire Money Management's 13F filing for Q3 2020, filed 26 Oct 2020.