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Lee Financial’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-200
Closed -$6.1K – 925
2023
Q3 		$6.1K Buy
+200
New +$6.03K ﹤0.01% 486

Other funds holding UOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lee Financial's UOCT Position: Q4 2023 in Review

Lee Financial sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q4 2023, closing a stake of 200 shares — an estimated $6.1K sold.

Lee Financial first reported a position in UOCT in Q3 2023 and held it in 1 quarter. The position peaked at $6.1K in Q3 2023. 56 funds tracked by Wall St. Rank hold UOCT as of Q4 2023.

  • Lee Financial reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 200 Innovator US Equity Ultra Buffer ETF October shares in Q4 2023, an estimated $6.1K.
  • Lee Financial first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2023 and held it in 1 quarter.
  • Lee Financial's Innovator US Equity Ultra Buffer ETF October position peaked at $6.1K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.