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Summit Wealth Partners’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Summit Wealth Partners’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
2023
Q1 		– Sell
-11,620
Closed -$317K – 193
2022
Q4 		$317K Buy
11,620
+2,451
+27% +$66.3K 0.08% 140
2022
Q3 		$241K Hold
9,169
– – 0.07% 142
2022
Q2 		$242K Buy
+9,169
New +$250K 0.06% 142

Other funds holding UOCT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Wealth Partners's UOCT Position: Q1 2023 in Review

Summit Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q1 2023, closing a stake of 11,620 shares — an estimated $317K sold.

Summit Wealth Partners first reported a position in UOCT in Q2 2022 and held it in 3 quarters. The position peaked at $317K in Q4 2022. 49 funds tracked by Wall St. Rank hold UOCT as of Q1 2023.

  • Summit Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 11,620 Innovator US Equity Ultra Buffer ETF October shares in Q1 2023, an estimated $317K.
  • Summit Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2022 and held it in 3 quarters.
  • Summit Wealth Partners's Innovator US Equity Ultra Buffer ETF October position peaked at $317K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.