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55I LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

55I LLC’s Portfolio POCT Stock Details POCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,550
Closed -$228K – 653
2022
Q1 		$228K Hold
7,550
– – 0.01% 480
2021
Q4 		$230K Buy
+7,550
New +$227K 0.01% 464

Other funds holding POCT

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

55I LLC's POCT Position: Q2 2022 in Review

55I LLC sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2022, closing a stake of 7,550 shares — an estimated $228K sold.

55I LLC first reported a position in POCT in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 87 funds tracked by Wall St. Rank hold POCT as of Q2 2022.

  • 55I LLC reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 7,550 Innovator US Equity Power Buffer ETF October shares in Q2 2022, an estimated $228K.
  • 55I LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and held it in 2 quarters.
  • 55I LLC's Innovator US Equity Power Buffer ETF October position peaked at $230K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.