FI
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FormulaFolio Investments’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

FormulaFolio Investments’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
-26,378
Closed -$596K – 317
2020
Q1 		$596K Sell
26,378
-9,888
-27% -$242K 0.03% 159
2019
Q4 		$914K Sell
36,266
-18,182
-33% -$456K 0.03% 185
2019
Q3 		$1.35M Buy
54,448
+14,525
+36% +$364K 0.05% 134
2019
Q2 		$999K Buy
39,923
+13,150
+49% +$325K 0.04% 139
2019
Q1 		$655K Buy
+26,773
New +$641K 0.03% 170

Other funds holding POCT

RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return