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Epic Trust Investment Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Epic Trust Investment 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
Q2 		$1.16M Hold
30,202
– – 1.27% 16
2024
Q1 		$1.13M Hold
30,202
– – 1.4% 13
2023
Q4 		$1.09M Sell
30,202
-275
-0.9% -$9.58K 1.46% 15
2023
Q3 		$1.03M Hold
30,477
– – 1.63% 15
2023
Q2 		$1.02M Hold
30,477
– – 1.45% 15
2023
Q1 		$964K Sell
30,477
-103
-0.3% -$3.19K 1.18% 22
2022
Q4 		$920K Sell
30,580
-1,053
-3% -$31.3K 1.38% 18
2022
Q3 		$906K Hold
31,633
– – 1.25% 17
2022
Q2 		$888K Hold
31,633
– – 1.68% 19
2022
Q1 		$956K Hold
31,633
– – 1.49% 19
2021
Q4 		$963K Buy
+31,633
New +$950K 1.4% 18

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Epic Trust Investment Advisors's POCT Position: Q2 2024 in Review

Epic Trust Investment Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2024 at 30,202 shares worth $1.16M. The position accounts for 1.27% of the portfolio, ranked #16.

Epic Trust Investment Advisors first reported a position in POCT in Q4 2021 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold POCT as of Q2 2024.

  • Epic Trust Investment Advisors held 30,202 shares of Innovator US Equity Power Buffer ETF October worth $1.16M as of Q2 2024.
  • Epic Trust Investment Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2024.
  • Innovator US Equity Power Buffer ETF October made up 1.27% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #16 holding.
  • Epic Trust Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 11 quarters since.
  • 175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.