MPCL
POCT icon

My Personal CFO LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

My Personal CFO LLC’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
-8,915
Closed -$341K – 100
2024
Q2 		$341K Sell
8,915
-488
-5% -$18.4K 0.18% 78
2024
Q1 		$353K Sell
9,403
-477
-5% -$17.6K 0.2% 73
2023
Q4 		$357K Sell
9,880
-961
-9% -$33.5K 0.23% 69
2023
Q3 		$368K Buy
10,841
+1,663
+18% +$56.1K 0.3% 58
2023
Q2 		$307K Buy
9,178
+1,659
+22% +$53.7K 0.24% 62
2023
Q1 		$238K Buy
7,519
+5,965
+384% +$185K 0.2% 66
2022
Q4 		$115K Buy
+1,554
New +$46.2K 0.11% 85

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 $75B 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