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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 $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $5.99B AUM 21.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183M AUM 15.06% 1-Year Est. Return

My Personal CFO LLC's POCT Position: Q3 2024 in Review

My Personal CFO LLC sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2024, closing a stake of 8,915 shares — an estimated $341K sold.

My Personal CFO LLC first reported a position in POCT in Q4 2022 and held it in 7 quarters. The position peaked at $368K in Q3 2023. 176 funds tracked by Wall St. Rank hold POCT as of Q3 2024.

  • My Personal CFO LLC reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 8,915 Innovator US Equity Power Buffer ETF October shares in Q3 2024, an estimated $341K.
  • My Personal CFO LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 7 quarters.
  • My Personal CFO LLC's Innovator US Equity Power Buffer ETF October position peaked at $368K in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.