Better Money Decisions’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Better Money Decisions’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	-75,762	Closed	-$2.28M	–	73
2022 Q4	$2.28M	Sell	75,762 -1,450	-2%	-$43.1K	1.98%	13
2022 Q3	$2.21M	Sell	77,212 -3,479	-4%	-$101K	2.15%	12
2022 Q2	$2.27M	Sell	80,691 -7,878	-9%	-$228K	1.92%	12
2022 Q1	$2.68M	Buy	88,569 +4,994	+6%	+$149K	2.51%	10
2021 Q4	$2.54M	Buy	83,575 +1,162	+1%	+$34.9K	2.14%	10
2021 Q3	$2.42M	Sell	82,413 -1,847	-2%	-$54K	1.99%	9
2021 Q2	$2.45M	Hold	84,260	–	–	2.19%	9
2021 Q1	$2.4M	Buy	+84,260	New	+$2.36M	2.48%	8

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $5.27B AUM 18.06% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Better Money Decisions's POCT Position: Q1 2023 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2023, closing a stake of 75,762 shares — an estimated $2.28M sold.

Better Money Decisions first reported a position in POCT in Q1 2021 and held it in 8 quarters. The position peaked at $2.68M in Q1 2022. 146 funds tracked by Wall St. Rank hold POCT as of Q1 2023.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
Better Money Decisions sold 75,762 Innovator US Equity Power Buffer ETF October shares in Q1 2023, an estimated $2.28M.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2021 and held it in 8 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF October position peaked at $2.68M in Q1 2022.
146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.