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Strategic Asset Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Strategic Asset Management’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
2022
Q3 		$15K Buy
508
+168
+49% +$4.86K 0.03% 295
2022
Q2 		$10K Sell
340
-717
-68% -$20.8K 0.02% 383
2022
Q1 		$32K Hold
1,057
– – 0.05% 215
2021
Q4 		$32K Buy
1,057
+717
+211% +$21.5K 0.04% 210
2021
Q3 		$10K Buy
+340
New +$9.93K 0.01% 333

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Strategic Asset Management's POCT Position: Q3 2022 in Review

Strategic Asset Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 49% in Q3 2022, buying an estimated $4.86K and bringing the position to 508 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #295.

Strategic Asset Management first reported a position in POCT in Q3 2021 and has held it in 5 quarters since. The position peaked at $32K in Q1 2022. 107 funds tracked by Wall St. Rank hold POCT as of Q3 2022.

  • Strategic Asset Management held 508 shares of Innovator US Equity Power Buffer ETF October worth $15K as of Q3 2022.
  • Strategic Asset Management bought 168 Innovator US Equity Power Buffer ETF October shares in Q3 2022, an estimated $4.86K.
  • Innovator US Equity Power Buffer ETF October made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #295 holding.
  • Strategic Asset Management first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Innovator US Equity Power Buffer ETF October position peaked at $32K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.