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Clear Point Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-3,760
Closed -$146K – 419
2024
Q3 		$146K Hold
3,760
– – 0.11% 123
2024
Q2 		$144K Hold
3,760
– – 0.12% 119
2024
Q1 		$141K Sell
3,760
-33
-0.9% -$1.22K 0.12% 122
2023
Q4 		$137K Buy
+3,793
New +$132K 0.12% 122

Other funds holding POCT

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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2024, closing a stake of 3,760 shares — an estimated $146K sold.

Clear Point Advisors first reported a position in POCT in Q4 2023 and held it in 4 quarters. The position peaked at $146K in Q3 2024. 217 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 3,760 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $146K.
  • Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Power Buffer ETF October position peaked at $146K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

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