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Snowden Capital Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Snowden Capital 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
2022
Q1 		– Sell
-1,500
Closed -$42K – 2005
2021
Q4 		$42K Buy
+1,500
New +$42.4K ﹤0.01% 1089

Other funds holding UOCT

BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Snowden Capital Advisors's UOCT Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2022, closing a stake of 1,500 shares — an estimated $42K sold.

Snowden Capital Advisors first reported a position in UOCT in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 38 funds tracked by Wall St. Rank hold UOCT as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 1,500 Innovator US Equity Ultra Buffer ETF October shares in Q1 2022, an estimated $42K.
  • Snowden Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $42K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.