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Fiduciary Alliance’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-2,100
Closed -$70.3K – 732
2023
Q2 		$70.3K Buy
+2,100
New +$67.9K 0.02% 266
2023
Q1 		– Sell
-2,100
Closed -$63.1K – 669
2022
Q4 		$63.1K Buy
+2,100
New +$62.5K 0.02% 204

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Fiduciary Alliance's POCT Position: Q3 2023 in Review

Fiduciary Alliance sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2023, closing a stake of 2,100 shares — an estimated $70.3K sold.

Fiduciary Alliance first reported a position in POCT in Q4 2022 and held it in 2 quarters. The position peaked at $70.3K in Q2 2023. 126 funds tracked by Wall St. Rank hold POCT as of Q3 2023.

  • Fiduciary Alliance reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 2,100 Innovator US Equity Power Buffer ETF October shares in Q3 2023, an estimated $70.3K.
  • Fiduciary Alliance first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Innovator US Equity Power Buffer ETF October position peaked at $70.3K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.