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Darwin Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Darwin Wealth 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
Q2 		– Sell
-500
Closed -$11K – 601
2020
Q1 		$11K Buy
+500
New +$12.2K ﹤0.01% 465

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PI
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TFS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Darwin Wealth Management's POCT Position: Q2 2020 in Review

Darwin Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2020, closing a stake of 500 shares — an estimated $11K sold.

Darwin Wealth Management first reported a position in POCT in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 47 funds tracked by Wall St. Rank hold POCT as of Q2 2020.

  • Darwin Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 500 Innovator US Equity Power Buffer ETF October shares in Q2 2020, an estimated $11K.
  • Darwin Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $11K in Q1 2020.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.