AWA
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Authentikos Wealth Advisory’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-200
Closed -$6.79K – 448
2023
Q3 		$6.79K Buy
+200
New +$6.75K 0.01% 272

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Authentikos Wealth Advisory's POCT Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2023, closing a stake of 200 shares — an estimated $6.79K sold.

Authentikos Wealth Advisory first reported a position in POCT in Q3 2023 and held it in 1 quarter. The position peaked at $6.79K in Q3 2023. 167 funds tracked by Wall St. Rank hold POCT as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 200 Innovator US Equity Power Buffer ETF October shares in Q4 2023, an estimated $6.79K.
  • Authentikos Wealth Advisory first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Innovator US Equity Power Buffer ETF October position peaked at $6.79K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.