Morgan Stanley
POCT icon

Morgan Stanley’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Morgan Stanley’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
-838
Closed -$32.6K – 8064
2024
Q3 		$32.6K Hold
838
– – ﹤0.01% 6340
2024
Q2 		$32.1K Hold
838
– – ﹤0.01% 6310
2024
Q1 		$31.4K Sell
838
-838
-50% -$30.9K ﹤0.01% 6363
2023
Q4 		$60.5K Sell
1,676
-386
-19% -$13.4K ﹤0.01% 6326
2023
Q3 		$70K Buy
2,062
+1,224
+146% +$41.3K ﹤0.01% 6027
2023
Q2 		$28K Hold
838
– – ﹤0.01% 6439
2023
Q1 		$26.5K Hold
838
– – ﹤0.01% 6524
2022
Q4 		$25.2K Sell
838
-834
-50% -$24.8K ﹤0.01% 6584
2022
Q3 		$48K Buy
+1,672
New +$48.3K ﹤0.01% 6427

Other funds holding POCT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return