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

Marcum 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
-11,840
Closed -$428K – 412
2023
Q4 		$428K Buy
11,840
+2,228
+23% +$77.6K 0.05% 201
2023
Q3 		$326K Hold
9,612
– – 0.04% 228
2023
Q2 		$322K Hold
9,612
– – 0.04% 233
2023
Q1 		$304K Hold
9,612
– – 0.04% 242
2022
Q4 		$289K Buy
9,612
+1,580
+20% +$47K 0.04% 248
2022
Q3 		$230K Buy
+8,032
New +$232K 0.03% 277
2021
Q1 		– Sell
-8,556
Closed -$238K – 345
2020
Q4 		$238K Buy
+8,556
New +$232K 0.06% 121
2020
Q1 		– Sell
-9,770
Closed -$246K – 103
2019
Q4 		$246K Buy
+9,770
New +$245K 0.09% 86

Other funds holding POCT

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Marcum Wealth's POCT Position: Q1 2024 in Review

Marcum Wealth sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2024, closing a stake of 11,840 shares — an estimated $428K sold.

Marcum Wealth first reported a position in POCT in Q4 2019 and held it in 8 quarters. The position peaked at $428K in Q4 2023. 171 funds tracked by Wall St. Rank hold POCT as of Q1 2024.

  • Marcum Wealth reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Marcum Wealth sold 11,840 Innovator US Equity Power Buffer ETF October shares in Q1 2024, an estimated $428K.
  • Marcum Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2019 and held it in 8 quarters.
  • Marcum Wealth's Innovator US Equity Power Buffer ETF October position peaked at $428K in Q4 2023.
  • 171 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.