GI
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Gradient Investments’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Gradient 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
2023
Q2 		– Sell
-2,106
Closed -$66.6K – 1859
2023
Q1 		$66.6K Sell
2,106
-706,161
-100% -$21.9M ﹤0.01% 438
2022
Q4 		$21.3M Buy
+708,267
New +$21.1M 0.67% 36

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Gradient Investments's POCT Position: Q2 2023 in Review

Gradient Investments sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2023, closing a stake of 2,106 shares — an estimated $66.6K sold.

Gradient Investments first reported a position in POCT in Q4 2022 and held it in 2 quarters. The position peaked at $21.3M in Q4 2022. 135 funds tracked by Wall St. Rank hold POCT as of Q2 2023.

  • Gradient Investments reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 2,106 Innovator US Equity Power Buffer ETF October shares in Q2 2023, an estimated $66.6K.
  • Gradient Investments first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Gradient Investments's Innovator US Equity Power Buffer ETF October position peaked at $21.3M in Q4 2022.
  • 135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.