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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 – 1349
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

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbor Investment Advisory's POCT Position: Q1 2024 in Review

Harbor Investment Advisory sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2024, closing a stake of 1,310 shares — an estimated $47.3K sold.

Harbor Investment Advisory first reported a position in POCT in Q3 2020 and held it in 14 quarters. The position peaked at $47.3K in Q4 2023. 172 funds tracked by Wall St. Rank hold POCT as of Q1 2024.

  • Harbor Investment Advisory reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,310 Innovator US Equity Power Buffer ETF October shares in Q1 2024, an estimated $47.3K.
  • Harbor Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2020 and held it in 14 quarters.
  • Harbor Investment Advisory's Innovator US Equity Power Buffer ETF October position peaked at $47.3K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.