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

Maia 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
Q3 		– Sell
-5,711
Closed -$220K – 288
2024
Q2 		$220K Buy
+5,711
New +$216K 0.07% 209

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

Maia Wealth's POCT Position: Q3 2024 in Review

Maia Wealth sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2024, closing a stake of 5,711 shares — an estimated $220K sold.

Maia Wealth first reported a position in POCT in Q2 2024 and held it in 1 quarter. The position peaked at $220K in Q2 2024. 175 funds tracked by Wall St. Rank hold POCT as of Q3 2024.

  • Maia Wealth reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Maia Wealth sold 5,711 Innovator US Equity Power Buffer ETF October shares in Q3 2024, an estimated $220K.
  • Maia Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and held it in 1 quarter.
  • Maia Wealth's Innovator US Equity Power Buffer ETF October position peaked at $220K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2024.

Based on Maia Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.