PCA Investment Advisory Services’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-973	Closed	-$32.6K	–	340
2023 Q2	$32.6K	Buy	+973	New	+$31.5K	0.02%	299

Other funds holding POCT

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

PCA Investment Advisory Services's POCT Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2023, closing a stake of 973 shares — an estimated $32.6K sold.

PCA Investment Advisory Services first reported a position in POCT in Q2 2023 and held it in 1 quarter. The position peaked at $32.6K in Q2 2023. 126 funds tracked by Wall St. Rank hold POCT as of Q3 2023.

PCA Investment Advisory Services reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 973 Innovator US Equity Power Buffer ETF October shares in Q3 2023, an estimated $32.6K.
PCA Investment Advisory Services first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Innovator US Equity Power Buffer ETF October position peaked at $32.6K in Q2 2023.
126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.