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Capital Analysts LLC’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Capital Analysts LLC’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
2023
Q1 		– Sell
-1,677
Closed -$46K – 1080
2022
Q4 		$46K Buy
+1,677
New +$45.4K ﹤0.01% 637

Other funds holding UOCT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Analysts LLC's UOCT Position: Q1 2023 in Review

Capital Analysts LLC sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2023, closing a stake of 1,677 shares — an estimated $46K sold.

Capital Analysts LLC first reported a position in UOCT in Q4 2022 and held it in 1 quarter. The position peaked at $46K in Q4 2022. 49 funds tracked by Wall St. Rank hold UOCT as of Q1 2023.

  • Capital Analysts LLC reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 1,677 Innovator US Equity Ultra Buffer ETF October shares in Q1 2023, an estimated $46K.
  • Capital Analysts LLC first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Capital Analysts LLC's Innovator US Equity Ultra Buffer ETF October position peaked at $46K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.