Bank of Montreal
POCT icon

Bank of Montreal’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-1,000
Closed -$29K – 4635
2021
Q1 		$29K Hold
1,000
– – ﹤0.01% 3917
2020
Q4 		$28K Buy
+1,000
New +$27.2K ﹤0.01% 4264

Other funds holding POCT

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BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's POCT Position: Q2 2021 in Review

Bank of Montreal sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2021, closing a stake of 1,000 shares — an estimated $29K sold.

Bank of Montreal first reported a position in POCT in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q1 2021. 64 funds tracked by Wall St. Rank hold POCT as of Q2 2021.

  • Bank of Montreal reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 1,000 Innovator US Equity Power Buffer ETF October shares in Q2 2021, an estimated $29K.
  • Bank of Montreal first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and held it in 2 quarters.
  • Bank of Montreal's Innovator US Equity Power Buffer ETF October position peaked at $29K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.