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Sterling Financial Planning’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-624
Closed -$18K – 310
2021
Q3 		$18K Hold
624
– – 0.01% 273
2021
Q2 		$18K Hold
624
– – 0.01% 260
2021
Q1 		$18K Hold
624
– – 0.01% 235
2020
Q4 		$17K Buy
+624
New +$16.9K 0.01% 229

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

Sterling Financial Planning's POCT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2021, closing a stake of 624 shares — an estimated $18K sold.

Sterling Financial Planning first reported a position in POCT in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 79 funds tracked by Wall St. Rank hold POCT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 624 Innovator US Equity Power Buffer ETF October shares in Q4 2021, an estimated $18K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Power Buffer ETF October position peaked at $18K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.