Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Stone House Investment 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
2022 Q3	–	Sell	-12,490	Closed	-$329K	–	48
2022 Q2	$329K	Buy	12,490 +1,940	+18%	+$52.9K	0.15%	34
2022 Q1	$299K	Buy	+10,550	New	+$296K	0.1%	37

Other funds holding UOCT

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stone House Investment Management's UOCT Position: Q3 2022 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2022, closing a stake of 12,490 shares — an estimated $329K sold.

Stone House Investment Management first reported a position in UOCT in Q1 2022 and held it in 2 quarters. The position peaked at $329K in Q2 2022. 36 funds tracked by Wall St. Rank hold UOCT as of Q3 2022.

Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q3 2022 after selling out during the quarter.
Stone House Investment Management sold 12,490 Innovator US Equity Ultra Buffer ETF October shares in Q3 2022, an estimated $329K.
Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2022 and held it in 2 quarters.
Stone House Investment Management's Innovator US Equity Ultra Buffer ETF October position peaked at $329K in Q2 2022.
36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2022.

Based on Stone House Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.