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Stonebridge Capital Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Stonebridge Capital 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
2021
Q2 		– Sell
-175
Closed -$5K – 988
2021
Q1 		$5K Buy
+175
New +$4.91K ﹤0.01% 737

Other funds holding POCT

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stonebridge Capital Advisors's POCT Position: Q2 2021 in Review

Stonebridge Capital Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2021, closing a stake of 175 shares — an estimated $5K sold.

Stonebridge Capital Advisors first reported a position in POCT in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 63 funds tracked by Wall St. Rank hold POCT as of Q2 2021.

  • Stonebridge Capital Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 175 Innovator US Equity Power Buffer ETF October shares in Q2 2021, an estimated $5K.
  • Stonebridge Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2021 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Innovator US Equity Power Buffer ETF October position peaked at $5K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.