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Avalon Capital Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Avalon Capital 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
2019
Q4 		– Sell
-9,326
Closed -$232K – 36
2019
Q3 		$232K Buy
+9,326
New +$234K 0.27% 30

Other funds holding POCT

RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Avalon Capital Management's POCT Position: Q4 2019 in Review

Avalon Capital Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2019, closing a stake of 9,326 shares — an estimated $232K sold.

Avalon Capital Management first reported a position in POCT in Q3 2019 and held it in 1 quarter. The position peaked at $232K in Q3 2019. 52 funds tracked by Wall St. Rank hold POCT as of Q4 2019.

  • Avalon Capital Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2019 after selling out during the quarter.
  • Avalon Capital Management sold 9,326 Innovator US Equity Power Buffer ETF October shares in Q4 2019, an estimated $232K.
  • Avalon Capital Management first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2019 and held it in 1 quarter.
  • Avalon Capital Management's Innovator US Equity Power Buffer ETF October position peaked at $232K in Q3 2019.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2019.

Based on Avalon Capital Management's 13F filing for Q4 2019, filed 4 Feb 2020.