Wealth Management Solutions
UOCT icon

Wealth Management Solutions’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Wealth Management Solutions’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
-13,022
Closed -$369K – 110
2022
Q1 		$369K Sell
13,022
-1,790
-12% -$50.3K 0.19% 71
2021
Q4 		$422K Buy
+14,812
New +$419K 0.22% 70

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Wealth Management Solutions's UOCT Position: Q2 2022 in Review

Wealth Management Solutions sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2022, closing a stake of 13,022 shares — an estimated $369K sold.

Wealth Management Solutions first reported a position in UOCT in Q4 2021 and held it in 2 quarters. The position peaked at $422K in Q4 2021. 34 funds tracked by Wall St. Rank hold UOCT as of Q2 2022.

  • Wealth Management Solutions reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 13,022 Innovator US Equity Ultra Buffer ETF October shares in Q2 2022, an estimated $369K.
  • Wealth Management Solutions first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's Innovator US Equity Ultra Buffer ETF October position peaked at $422K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.