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

Silicon Hills 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
Q1 		– Sell
-2
Closed -$33 – 277
2019
Q4 		$33 Buy
+2
New +$50 0.03% 154

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Carson Wealth (CWM LLC)
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Citadel Advisors
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BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
DLHL
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MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Silicon Hills Wealth Management's UOCT Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2020, closing a stake of 2 shares — an estimated $33 sold.

Silicon Hills Wealth Management first reported a position in UOCT in Q4 2019 and held it in 1 quarter. The position peaked at $33 in Q4 2019. 29 funds tracked by Wall St. Rank hold UOCT as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 2 Innovator US Equity Ultra Buffer ETF October shares in Q1 2020, an estimated $33.
  • Silicon Hills Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Innovator US Equity Ultra Buffer ETF October position peaked at $33 in Q4 2019.
  • 29 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.