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Woodard & Company Asset Management Group’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Woodard & Company Asset Management Group’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
-1,000
Closed -$28K – 121
2022
Q1 		$28K Buy
+1,000
New +$28.1K 0.01% 97

Other funds holding UOCT

Osaic Holdings
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BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
Betterment LLC
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
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

Woodard & Company Asset Management Group's UOCT Position: Q2 2022 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q2 2022, closing a stake of 1,000 shares — an estimated $28K sold.

Woodard & Company Asset Management Group first reported a position in UOCT in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 33 funds tracked by Wall St. Rank hold UOCT as of Q2 2022.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,000 Innovator US Equity Ultra Buffer ETF October shares in Q2 2022, an estimated $28K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2022 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Innovator US Equity Ultra Buffer ETF October position peaked at $28K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.