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

Other funds holding UOCT

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

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. 33 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.
33 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.