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J.W. Cole Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

J.W. Cole 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
2021
Q4 		– Sell
-36,301
Closed -$1.16M – 885
2021
Q3 		$1.16M Buy
+36,301
New +$1.01M 0.08% 153

Other funds holding UOCT

HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

J.W. Cole Advisors's UOCT Position: Q4 2021 in Review

J.W. Cole Advisors sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q4 2021, closing a stake of 36,301 shares — an estimated $1.16M sold.

J.W. Cole Advisors first reported a position in UOCT in Q3 2021 and held it in 1 quarter. The position peaked at $1.16M in Q3 2021. 41 funds tracked by Wall St. Rank hold UOCT as of Q4 2021.

  • J.W. Cole Advisors reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 36,301 Innovator US Equity Ultra Buffer ETF October shares in Q4 2021, an estimated $1.16M.
  • J.W. Cole Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $1.16M in Q3 2021.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.