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Sound Income Strategies’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sound Income Strategies’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
-1,893
Closed -$72.5K – 1470
2024
Q2 		$72.5K Buy
+1,893
New +$71.5K ﹤0.01% 380

Other funds holding POCT

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $8.93B AUM 25.13% 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

Sound Income Strategies's POCT Position: Q3 2024 in Review

Sound Income Strategies sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2024, closing a stake of 1,893 shares — an estimated $72.5K sold.

Sound Income Strategies first reported a position in POCT in Q2 2024 and held it in 1 quarter. The position peaked at $72.5K in Q2 2024. 175 funds tracked by Wall St. Rank hold POCT as of Q3 2024.

  • Sound Income Strategies reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,893 Innovator US Equity Power Buffer ETF October shares in Q3 2024, an estimated $72.5K.
  • Sound Income Strategies first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and held it in 1 quarter.
  • Sound Income Strategies's Innovator US Equity Power Buffer ETF October position peaked at $72.5K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.