Keel Point
UOCT icon

Keel Point’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Keel Point’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
Q4 		– Sell
-11,379
Closed -$283K – 205
2019
Q3 		$283K Sell
11,379
-51,542
-82% -$1.28M 0.03% 151
2019
Q2 		$1.56M Hold
62,921
– – 0.18% 54
2019
Q1 		$1.52M Buy
62,921
+750
+1% +$17.8K 0.18% 50
2018
Q4 		$1.43M Buy
+62,171
New +$1.48M 0.19% 49

Other funds holding UOCT

Avalon Capital Management
Avalon Capital Management Port Of Redwood City, California $434M AUM 37.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Bedel Financial Consulting
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 31.75% 1-Year Est. Return
Ameritas Investment Company
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Kovack Advisors
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Donald L. Hagan LLC
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Keel Point's UOCT Position: Q4 2019 in Review

Keel Point sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q4 2019, closing a stake of 11,379 shares — an estimated $283K sold.

Keel Point first reported a position in UOCT in Q4 2018 and held it in 4 quarters. The position peaked at $1.56M in Q2 2019. 30 funds tracked by Wall St. Rank hold UOCT as of Q4 2019.

  • Keel Point reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q4 2019 after selling out during the quarter.
  • Keel Point sold 11,379 Innovator US Equity Ultra Buffer ETF October shares in Q4 2019, an estimated $283K.
  • Keel Point first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2018 and held it in 4 quarters.
  • Keel Point's Innovator US Equity Ultra Buffer ETF October position peaked at $1.56M in Q2 2019.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2019.

Based on Keel Point's 13F filing for Q4 2019, filed 7 Feb 2020.