Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Pillar Wealth Advisors’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	-75,454	Closed	-$2.89M	–	48
2024 Q2	$2.89M	Sell	75,454 -25,269	-25%	-$954K	3.47%	8
2024 Q1	$3.78M	Sell	100,723 -100	-0.1%	-$3.68K	2.85%	8
2023 Q4	$3.64M	Sell	100,823 -41	-0%	-$1.43K	2.81%	8
2023 Q3	$3.43M	Sell	100,864 -13,883	-12%	-$469K	2.96%	7
2023 Q2	$3.84M	Hold	114,747	–	–	3.21%	7
2023 Q1	$3.63M	Hold	114,747	–	–	3.62%	6
2022 Q4	$3.45M	Buy	114,747 +35,796	+45%	+$1.06M	3.33%	7
2022 Q3	$2.26M	Buy	78,951 +15,583	+25%	+$451K	2.25%	10
2022 Q2	$1.78M	Hold	63,368	–	–	1.81%	11
2022 Q1	$1.92M	Hold	63,368	–	–	1.85%	14
2021 Q4	$1.93M	Buy	+63,368	New	+$1.9M	1.84%	14

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Motiv8 Investments Port St. Lucie, Florida $183M AUM 15.06% 1-Year Est. Return

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

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2024, closing a stake of 75,454 shares — an estimated $2.89M sold.

Pillar Wealth Advisors first reported a position in POCT in Q4 2021 and held it in 11 quarters. The position peaked at $3.84M in Q2 2023. 177 funds tracked by Wall St. Rank hold POCT as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 75,454 Innovator US Equity Power Buffer ETF October shares in Q3 2024, an estimated $2.89M.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $3.84M in Q2 2023.
177 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2024.

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