RIA
POCT icon

Realta Investment Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-20
Closed – – 1102
2019
Q4 		$0 Sell
20
-3,542
-99% -$88.8K ﹤0.01% 1662
2019
Q3 		$88K Buy
+3,562
New +$89.2K 0.02% 528

Other funds holding POCT

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Realta Investment Advisors's POCT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2020, closing a stake of 20 shares.

Realta Investment Advisors first reported a position in POCT in Q3 2019 and held it in 2 quarters. The position peaked at $88K in Q3 2019. 44 funds tracked by Wall St. Rank hold POCT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 20 Innovator US Equity Power Buffer ETF October shares in Q1 2020.
  • Realta Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Innovator US Equity Power Buffer ETF October position peaked at $88K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.