Castleview Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Castleview Partners’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	$5K	Buy	+162	New	+$4.67K	﹤0.01%	795

Other funds holding POCT

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Castleview Partners's POCT Position: Q2 2021 in Review

Castleview Partners opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q2 2021: 162 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

63 funds tracked by Wall St. Rank hold POCT as of Q2 2021.

Castleview Partners held 162 shares of Innovator US Equity Power Buffer ETF October worth $5K as of Q2 2021.
Innovator US Equity Power Buffer ETF October was a new Castleview Partners position in Q2 2021.
Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #795 holding.
63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.