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TFC Financial Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

TFC Financial 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
2020
Q4 		– Sell
-8
Closed – – 596
2020
Q3 		$0 Buy
+8
New +$204 ﹤0.01% 563

Other funds holding UOCT

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TFC Financial Management's UOCT Position: Q4 2020 in Review

TFC Financial Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q4 2020, closing a stake of 8 shares.

TFC Financial Management first reported a position in UOCT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 34 funds tracked by Wall St. Rank hold UOCT as of Q4 2020.

  • TFC Financial Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q4 2020 after selling out during the quarter.
  • TFC Financial Management sold 8 Innovator US Equity Ultra Buffer ETF October shares in Q4 2020.
  • TFC Financial Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2020 and held it in 1 quarter.
  • TFC Financial Management's Innovator US Equity Ultra Buffer ETF October position peaked at $0 in Q3 2020.
  • 34 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2020.

Based on TFC Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.