DAS
UOCT icon

Dynamic Advisor Solutions’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Dynamic Advisor Solutions’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
2019
Q3 		– Sell
-21,975
Closed -$544K – 574
2019
Q2 		$544K Buy
+21,975
New +$539K 0.09% 242

Other funds holding UOCT

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Dynamic Advisor Solutions's UOCT Position: Q3 2019 in Review

Dynamic Advisor Solutions sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2019, closing a stake of 21,975 shares — an estimated $544K sold.

Dynamic Advisor Solutions first reported a position in UOCT in Q2 2019 and held it in 1 quarter. The position peaked at $544K in Q2 2019. 27 funds tracked by Wall St. Rank hold UOCT as of Q3 2019.

  • Dynamic Advisor Solutions reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q3 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 21,975 Innovator US Equity Ultra Buffer ETF October shares in Q3 2019, an estimated $544K.
  • Dynamic Advisor Solutions first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2019 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Innovator US Equity Ultra Buffer ETF October position peaked at $544K in Q2 2019.
  • 27 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2019, filed 13 Nov 2019.