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Impact Partnership Wealth’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Impact Partnership Wealth’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
-83
Closed -$3K – 833
2023
Q4 		$3K Buy
+83
New +$2.89K ﹤0.01% 645

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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 $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Impact Partnership Wealth's POCT Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2024, closing a stake of 83 shares — an estimated $3K sold.

Impact Partnership Wealth first reported a position in POCT in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 171 funds tracked by Wall St. Rank hold POCT as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 83 Innovator US Equity Power Buffer ETF October shares in Q1 2024, an estimated $3K.
  • Impact Partnership Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Innovator US Equity Power Buffer ETF October position peaked at $3K in Q4 2023.
  • 171 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.