MinichMacGregor Wealth Management
UOCT icon

MinichMacGregor Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

MinichMacGregor Wealth Management’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
-44,928
Closed -$1.07M – 111
2020
Q1 		$1.07M Buy
+44,928
New +$1.1M 0.96% 28

Other funds holding UOCT

L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $95.2B AUM 32.92% 1-Year Est. Return
Bedel Financial Consulting
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Donald L. Hagan LLC
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MinichMacGregor Wealth Management's UOCT Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2020, closing a stake of 44,928 shares — an estimated $1.07M sold.

MinichMacGregor Wealth Management first reported a position in UOCT in Q1 2020 and held it in 1 quarter. The position peaked at $1.07M in Q1 2020. 27 funds tracked by Wall St. Rank hold UOCT as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 44,928 Innovator US Equity Ultra Buffer ETF October shares in Q2 2020, an estimated $1.07M.
  • MinichMacGregor Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2020 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Innovator US Equity Ultra Buffer ETF October position peaked at $1.07M in Q1 2020.
  • 27 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.