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IFP Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

IFP Advisors’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
2020
Q2 		– Sell
-5,105
Closed -$124K – 2955
2020
Q1 		$119K Sell
5,105
-2,316
-31% -$56.5K 0.01% 757
2019
Q4 		$183K Buy
7,421
+7,181
+2,992% +$179K 0.01% 690
2019
Q3 		$6K Buy
+240
New +$5.96K ﹤0.01% 2294

Other funds holding UOCT

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IFP Advisors's UOCT Position: Q2 2020 in Review

IFP Advisors sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2020, closing a stake of 5,105 shares — an estimated $124K sold.

IFP Advisors first reported a position in UOCT in Q3 2019 and held it in 3 quarters. The position peaked at $183K in Q4 2019. 27 funds tracked by Wall St. Rank hold UOCT as of Q2 2020.

  • IFP Advisors reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 5,105 Innovator US Equity Ultra Buffer ETF October shares in Q2 2020, an estimated $124K.
  • IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2019 and held it in 3 quarters.
  • IFP Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $183K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.