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Pillar Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Pillar Wealth Advisors’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,407
Closed -$334K – 33
2024
Q2 		$334K Sell
11,407
-10,839
-49% -$315K 0.4% 45
2024
Q1 		$643K Hold
22,246
– – 0.49% 40
2023
Q4 		$622K Hold
22,246
– – 0.48% 43
2023
Q3 		$584K Hold
22,246
– – 0.51% 42
2023
Q2 		$580K Hold
22,246
– – 0.48% 44
2023
Q1 		$561K Hold
22,246
– – 0.56% 36
2022
Q4 		$529K Buy
22,246
+3,044
+16% +$70K 0.51% 39
2022
Q3 		$413K Hold
19,202
– – 0.41% 39
2022
Q2 		$445K Hold
19,202
– – 0.45% 37
2022
Q1 		$469K Buy
19,202
+643
+3% +$15.9K 0.45% 33
2021
Q4 		$471K Buy
+18,559
New +$469K 0.45% 34

Other funds holding IOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pillar Wealth Advisors's IOCT Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q3 2024, closing a stake of 11,407 shares — an estimated $334K sold.

Pillar Wealth Advisors first reported a position in IOCT in Q4 2021 and held it in 11 quarters. The position peaked at $643K in Q1 2024. 54 funds tracked by Wall St. Rank hold IOCT as of Q3 2024.

  • Pillar Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 11,407 Innovator International Developed Power Buffer ETF October shares in Q3 2024, an estimated $334K.
  • Pillar Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and held it in 11 quarters.
  • Pillar Wealth Advisors's Innovator International Developed Power Buffer ETF October position peaked at $643K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.