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Concord Wealth Partners’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-379
Closed -$11K – 1393
2021
Q4 		$11K Buy
+379
New +$10.7K ﹤0.01% 768

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Concord Wealth Partners's UOCT Position: Q1 2022 in Review

Concord Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2022, closing a stake of 379 shares — an estimated $11K sold.

Concord Wealth Partners first reported a position in UOCT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 38 funds tracked by Wall St. Rank hold UOCT as of Q1 2022.

  • Concord Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 379 Innovator US Equity Ultra Buffer ETF October shares in Q1 2022, an estimated $11K.
  • Concord Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Innovator US Equity Ultra Buffer ETF October position peaked at $11K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.