Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	–	Sell	-17,464	Closed	-$498K	–	173
2023 Q1	$498K	Hold	17,464	–	–	0.28%	108
2022 Q4	$485K	Hold	17,464	–	–	0.29%	108
2022 Q3	$461K	Buy	17,464 +382	+2%	+$10.2K	0.3%	108
2022 Q2	$451K	Hold	17,082	–	–	0.32%	108
2022 Q1	$467K	Hold	17,082	–	–	0.32%	104
2021 Q4	$477K	Buy	+17,082	New	+$483K	0.31%	100

Other funds holding UOCT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Comprehensive Financial Consultants Institutional's UOCT Position: Q2 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2023, closing a stake of 17,464 shares — an estimated $498K sold.

Comprehensive Financial Consultants Institutional first reported a position in UOCT in Q4 2021 and held it in 6 quarters. The position peaked at $498K in Q1 2023. 50 funds tracked by Wall St. Rank hold UOCT as of Q2 2023.

Comprehensive Financial Consultants Institutional reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 17,464 Innovator US Equity Ultra Buffer ETF October shares in Q2 2023, an estimated $498K.
Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and held it in 6 quarters.
Comprehensive Financial Consultants Institutional's Innovator US Equity Ultra Buffer ETF October position peaked at $498K in Q1 2023.
50 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2023, filed 24 Jul 2023.