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

Personal CFO Solutions’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
2022
Q4 		– Sell
-481,299
Closed -$13.8M – 491
2022
Q3 		$13.8M Buy
+481,299
New +$13.9M 3.46% 2
2019
Q4 		– Sell
-41,852
Closed -$1.04M – 376
2019
Q3 		$1.04M Buy
+41,852
New +$1.05M 0.42% 58

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Personal CFO Solutions's POCT Position: Q4 2022 in Review

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2022, closing a stake of 481,299 shares — an estimated $13.8M sold.

Personal CFO Solutions first reported a position in POCT in Q3 2019 and held it in 2 quarters. The position peaked at $13.8M in Q3 2022. 146 funds tracked by Wall St. Rank hold POCT as of Q4 2022.

  • Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 481,299 Innovator US Equity Power Buffer ETF October shares in Q4 2022, an estimated $13.8M.
  • Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Innovator US Equity Power Buffer ETF October position peaked at $13.8M in Q3 2022.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.