Harbor Investment Advisory’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Harbor Investment 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 Q1	–	Sell	-1,310	Closed	-$47.3K	–	1355
2023 Q4	$47.3K	Hold	1,310	–	–	0.01%	576
2023 Q3	$44.5K	Hold	1,310	–	–	0.01%	567
2023 Q2	$43.8K	Hold	1,310	–	–	0.01%	749
2023 Q1	$41.4K	Hold	1,310	–	–	0.01%	759
2022 Q4	$39.4K	Hold	1,310	–	–	0.01%	754
2022 Q3	$38K	Hold	1,310	–	–	0.01%	762
2022 Q2	$37K	Hold	1,310	–	–	0.01%	780
2022 Q1	$40K	Hold	1,310	–	–	0.01%	802
2021 Q4	$40K	Hold	1,310	–	–	0.01%	801
2021 Q3	$38K	Buy	1,310 +359	+38%	+$10.5K	0.01%	814
2021 Q2	$28K	Hold	951	–	–	﹤0.01%	853
2021 Q1	$27K	Hold	951	–	–	﹤0.01%	829
2020 Q4	$26K	Hold	951	–	–	﹤0.01%	777
2020 Q3	$25K	Buy	+951	New	+$24.6K	﹤0.01%	680

Other funds holding POCT

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return