Wealth Enhancement Advisory Services
IOCT icon

Wealth Enhancement Advisory Services’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-9,828
Closed -$258K – 2391
2023
Q3 		$258K Buy
+9,828
New +$258K ﹤0.01% 1834

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Carson Wealth (CWM LLC)
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Wealth Enhancement Advisory Services's IOCT Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q4 2023, closing a stake of 9,828 shares — an estimated $258K sold.

Wealth Enhancement Advisory Services first reported a position in IOCT in Q3 2023 and held it in 1 quarter. The position peaked at $258K in Q3 2023. 51 funds tracked by Wall St. Rank hold IOCT as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Innovator International Developed Power Buffer ETF October position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 9,828 Innovator International Developed Power Buffer ETF October shares in Q4 2023, an estimated $258K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator International Developed Power Buffer ETF October in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Innovator International Developed Power Buffer ETF October position peaked at $258K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.