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Clear Point Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Clear Point Advisors’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11
Closed -$339 – 319
2024
Q3 		$339 Hold
11
– – ﹤0.01% 519
2024
Q2 		$322 Hold
11
– – ﹤0.01% 514
2024
Q1 		$318 Hold
11
– – ﹤0.01% 513
2023
Q4 		$307 Buy
+11
New +$293 ﹤0.01% 503

Other funds holding IOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Clear Point Advisors's IOCT Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q4 2024, closing a stake of 11 shares — an estimated $339 sold.

Clear Point Advisors first reported a position in IOCT in Q4 2023 and held it in 4 quarters. The position peaked at $339 in Q3 2024. 67 funds tracked by Wall St. Rank hold IOCT as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 11 Innovator International Developed Power Buffer ETF October shares in Q4 2024, an estimated $339.
  • Clear Point Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator International Developed Power Buffer ETF October position peaked at $339 in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.