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Tucker Asset Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Tucker Asset 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
Q4 		– Sell
-274
Closed -$7.4K – 922
2022
Q3 		$7.4K Buy
+274
New +$7.32K ﹤0.01% 374

Other funds holding UOCT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Tucker Asset Management's UOCT Position: Q4 2022 in Review

Tucker Asset Management sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q4 2022, closing a stake of 274 shares — an estimated $7.4K sold.

Tucker Asset Management first reported a position in UOCT in Q3 2022 and held it in 1 quarter. The position peaked at $7.4K in Q3 2022. 51 funds tracked by Wall St. Rank hold UOCT as of Q4 2022.

  • Tucker Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q4 2022 after selling out during the quarter.
  • Tucker Asset Management sold 274 Innovator US Equity Ultra Buffer ETF October shares in Q4 2022, an estimated $7.4K.
  • Tucker Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF October in Q3 2022 and held it in 1 quarter.
  • Tucker Asset Management's Innovator US Equity Ultra Buffer ETF October position peaked at $7.4K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2022.

Based on Tucker Asset Management's 13F filing for Q4 2022, filed 11 May 2023.