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Stephens Inc’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Stephens Inc’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
Q1 		– Sell
-81,701
Closed -$1.88M – 1211
2018
Q4 		$1.88M Buy
+81,701
New +$1.94M 0.05% 375

Other funds holding UOCT

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Stephens Inc's UOCT Position: Q1 2019 in Review

Stephens Inc sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2019, closing a stake of 81,701 shares — an estimated $1.88M sold.

Stephens Inc first reported a position in UOCT in Q4 2018 and held it in 1 quarter. The position peaked at $1.88M in Q4 2018. 23 funds tracked by Wall St. Rank hold UOCT as of Q1 2019.

  • Stephens Inc reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2019 after selling out during the quarter.
  • Stephens Inc sold 81,701 Innovator US Equity Ultra Buffer ETF October shares in Q1 2019, an estimated $1.88M.
  • Stephens Inc first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2018 and held it in 1 quarter.
  • Stephens Inc's Innovator US Equity Ultra Buffer ETF October position peaked at $1.88M in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2019.

Based on Stephens Inc's 13F filing for Q1 2019, filed 3 May 2019.