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Money Concepts Capital’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Money Concepts Capital’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
-6,735
Closed -$203K – 2241
2022
Q4 		$203K Buy
+6,735
New +$200K 0.01% 681
2022
Q2 		– Sell
-6,600
Closed -$200K – 2311
2022
Q1 		$200K Buy
+6,600
New +$197K 0.01% 739

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

Money Concepts Capital's POCT Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2023, closing a stake of 6,735 shares — an estimated $203K sold.

Money Concepts Capital first reported a position in POCT in Q1 2022 and held it in 2 quarters. The position peaked at $203K in Q4 2022. 146 funds tracked by Wall St. Rank hold POCT as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,735 Innovator US Equity Power Buffer ETF October shares in Q1 2023, an estimated $203K.
  • Money Concepts Capital first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator US Equity Power Buffer ETF October position peaked at $203K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.