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First City Capital Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

First City Capital 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
2024
Q2 		– Sell
-5,819
Closed -$218K – 166
2024
Q1 		$218K Sell
5,819
-1
-0% -$37 0.12% 162
2023
Q4 		$210K Buy
+5,820
New +$203K 0.12% 159

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GSIS
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KAS
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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
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SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
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First City Capital Management's POCT Position: Q2 2024 in Review

First City Capital Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2024, closing a stake of 5,819 shares — an estimated $218K sold.

First City Capital Management first reported a position in POCT in Q4 2023 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 175 funds tracked by Wall St. Rank hold POCT as of Q2 2024.

  • First City Capital Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • First City Capital Management sold 5,819 Innovator US Equity Power Buffer ETF October shares in Q2 2024, an estimated $218K.
  • First City Capital Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • First City Capital Management's Innovator US Equity Power Buffer ETF October position peaked at $218K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2024.

Based on First City Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.