AWM
POCT icon

Accurate Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-2,319
Closed -$70.3K – 1100
2022
Q4 		$70.3K Buy
+2,319
New +$69K 0.03% 379

Other funds holding POCT

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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accurate Wealth Management's POCT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2023, closing a stake of 2,319 shares — an estimated $70.3K sold.

Accurate Wealth Management first reported a position in POCT in Q4 2022 and held it in 1 quarter. The position peaked at $70.3K in Q4 2022. 146 funds tracked by Wall St. Rank hold POCT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2,319 Innovator US Equity Power Buffer ETF October shares in Q1 2023, an estimated $70.3K.
  • Accurate Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $70.3K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.