EWM
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Elmwood Wealth Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Elmwood Wealth Management’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 		– Sell
-2,500
Closed -$63K – 207
2021
Q4 		$63K Buy
+2,500
New +$63.2K 0.03% 178

Other funds holding IOCT

DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
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

Elmwood Wealth Management's IOCT Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2022, closing a stake of 2,500 shares — an estimated $63K sold.

Elmwood Wealth Management first reported a position in IOCT in Q4 2021 and held it in 1 quarter. The position peaked at $63K in Q4 2021. 16 funds tracked by Wall St. Rank hold IOCT as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Innovator International Developed Power Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 2,500 Innovator International Developed Power Buffer ETF October shares in Q1 2022, an estimated $63K.
  • Elmwood Wealth Management first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator International Developed Power Buffer ETF October position peaked at $63K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.