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Gladstone Institutional Advisory’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-27,900
Closed -$1.09M – 728
2024
Q3 		$1.09M Buy
+27,900
New +$1.08M 0.05% 315

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Gladstone Institutional Advisory's POCT Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2024, closing a stake of 27,900 shares — an estimated $1.09M sold.

Gladstone Institutional Advisory first reported a position in POCT in Q3 2024 and held it in 1 quarter. The position peaked at $1.09M in Q3 2024. 217 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 27,900 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $1.09M.
  • Gladstone Institutional Advisory first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Innovator US Equity Power Buffer ETF October position peaked at $1.09M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.