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Stratos Wealth Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Stratos Wealth 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
Q2 		– Sell
-7,568
Closed -$214K – 557
2022
Q1 		$214K Sell
7,568
-27
-0.4% -$758 0.02% 496
2021
Q4 		$217K Buy
+7,595
New +$215K 0.02% 523

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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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Stratos Wealth Advisors's UOCT Position: Q2 2022 in Review

Stratos Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2022, closing a stake of 7,568 shares — an estimated $214K sold.

Stratos Wealth Advisors first reported a position in UOCT in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 33 funds tracked by Wall St. Rank hold UOCT as of Q2 2022.

  • Stratos Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 7,568 Innovator US Equity Ultra Buffer ETF October shares in Q2 2022, an estimated $214K.
  • Stratos Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and held it in 2 quarters.
  • Stratos Wealth Advisors's Innovator US Equity Ultra Buffer ETF October position peaked at $217K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2022.

Based on Stratos Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.