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Dixon Hughes Goodman Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$2.01M Sell
82,154
-498
-0.6% -$12.3K 0.58% 25
2021
Q4 		$2.1M Buy
+82,652
New +$2.09M 0.68% 17

Other funds holding IOCT

CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IOCT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 0.6% in Q1 2022, selling an estimated $12.3K and leaving 82,154 shares worth $2.01M. The position accounts for 0.58% of the portfolio, ranked #25.

Dixon Hughes Goodman Wealth Advisors first reported a position in IOCT in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.1M in Q4 2021. 16 funds tracked by Wall St. Rank hold IOCT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 82,154 shares of Innovator International Developed Power Buffer ETF October worth $2.01M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 498 Innovator International Developed Power Buffer ETF October shares in Q1 2022, an estimated $12.3K.
  • Innovator International Developed Power Buffer ETF October made up 0.58% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #25 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $2.1M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.