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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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $5.27B AUM 18.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K 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. 175 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.
  • 175 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.