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Hazlett, Burt & Watson’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Hazlett, Burt & Watson’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
Q3 		– Sell
-2,140
Closed -$72K – 745
2023
Q2 		$72K Hold
2,140
– – 0.05% 252
2023
Q1 		$68K Buy
2,140
+2,125
+14,167% +$65.9K 0.06% 243
2022
Q4 		$0 Buy
+15
New +$446 ﹤0.01% 636

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Hazlett, Burt & Watson's POCT Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2023, closing a stake of 2,140 shares — an estimated $72K sold.

Hazlett, Burt & Watson first reported a position in POCT in Q4 2022 and held it in 3 quarters. The position peaked at $72K in Q2 2023. 126 funds tracked by Wall St. Rank hold POCT as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 2,140 Innovator US Equity Power Buffer ETF October shares in Q3 2023, an estimated $72K.
  • Hazlett, Burt & Watson first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 3 quarters.
  • Hazlett, Burt & Watson's Innovator US Equity Power Buffer ETF October position peaked at $72K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.