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Legacy Capital Group California’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-6,123
Closed -$238K – 352
2024
Q3 		$238K Sell
6,123
-265
-4% -$10.2K 0.08% 278
2024
Q2 		$245K Buy
+6,388
New +$241K 0.09% 268

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BCM
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Wealth Enhancement Advisory Services
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Raymond James Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Legacy Capital Group California's POCT Position: Q4 2024 in Review

Legacy Capital Group California sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2024, closing a stake of 6,123 shares — an estimated $238K sold.

Legacy Capital Group California first reported a position in POCT in Q2 2024 and held it in 2 quarters. The position peaked at $245K in Q2 2024. 218 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

  • Legacy Capital Group California reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 6,123 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $238K.
  • Legacy Capital Group California first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and held it in 2 quarters.
  • Legacy Capital Group California's Innovator US Equity Power Buffer ETF October position peaked at $245K in Q2 2024.
  • 218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.