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Larson Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-15
Closed -$451 – 1594
2022
Q4 		$451 Buy
+15
New +$446 ﹤0.01% 1379
2021
Q2 		– Sell
-477
Closed -$14K – 910
2021
Q1 		$14K Sell
477
-1,413
-75% -$39.6K ﹤0.01% 481
2020
Q4 		$53K Hold
1,890
– – 0.02% 210
2020
Q3 		$50K Buy
1,890
+1,413
+296% +$36.6K 0.02% 202
2020
Q2 		$12K Buy
+477
New +$11.6K 0.01% 362

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Larson Financial Group's POCT Position: Q1 2023 in Review

Larson Financial Group sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2023, closing a stake of 15 shares — an estimated $451 sold.

Larson Financial Group first reported a position in POCT in Q2 2020 and held it in 5 quarters. The position peaked at $53K in Q4 2020. 146 funds tracked by Wall St. Rank hold POCT as of Q1 2023.

  • Larson Financial Group reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 15 Innovator US Equity Power Buffer ETF October shares in Q1 2023, an estimated $451.
  • Larson Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2020 and held it in 5 quarters.
  • Larson Financial Group's Innovator US Equity Power Buffer ETF October position peaked at $53K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.