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

Beck 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
2020
Q1 		– Sell
-31,730
Closed -$780K – 108
2019
Q4 		$780K Sell
31,730
-118,192
-79% -$2.96M 0.38% 63
2019
Q3 		$3.73M Sell
149,922
-22,270
-13% -$558K 2.03% 15
2019
Q2 		$4.31M Buy
+172,192
New +$4.26M 2.27% 12

Other funds holding POCT

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beck Capital Management's POCT Position: Q1 2020 in Review

Beck Capital Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2020, closing a stake of 31,730 shares — an estimated $780K sold.

Beck Capital Management first reported a position in POCT in Q2 2019 and held it in 3 quarters. The position peaked at $4.31M in Q2 2019. 44 funds tracked by Wall St. Rank hold POCT as of Q1 2020.

  • Beck Capital Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2020 after selling out during the quarter.
  • Beck Capital Management sold 31,730 Innovator US Equity Power Buffer ETF October shares in Q1 2020, an estimated $780K.
  • Beck Capital Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2019 and held it in 3 quarters.
  • Beck Capital Management's Innovator US Equity Power Buffer ETF October position peaked at $4.31M in Q2 2019.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2020.

Based on Beck Capital Management's 13F filing for Q1 2020, filed 15 May 2020.