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Stratos Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Stratos Wealth Advisors’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,562
Closed -$417K – 617
2022
Q4 		$417K Buy
17,562
+6,945
+65% +$160K 0.03% 428
2022
Q3 		$228K Buy
10,617
+413
+4% +$9.6K 0.02% 458
2022
Q2 		$236K Sell
10,204
-1,449
-12% -$34.4K 0.02% 459
2022
Q1 		$285K Buy
+11,653
New +$287K 0.02% 451

Other funds holding IOCT

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stratos Wealth Advisors's IOCT Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q1 2023, closing a stake of 17,562 shares — an estimated $417K sold.

Stratos Wealth Advisors first reported a position in IOCT in Q1 2022 and held it in 4 quarters. The position peaked at $417K in Q4 2022. 40 funds tracked by Wall St. Rank hold IOCT as of Q1 2023.

  • Stratos Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 17,562 Innovator International Developed Power Buffer ETF October shares in Q1 2023, an estimated $417K.
  • Stratos Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2022 and held it in 4 quarters.
  • Stratos Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $417K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.