SWPG
POCT icon

Strategic Wealth Partners Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$6.25M Sell
166,626
-4,539
-3% -$167K 0.69% 29
2023
Q4 		$6.18M Buy
+171,165
New +$5.96M 0.78% 26

Other funds holding POCT

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Wealth Partners Group's POCT Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 2.7% in Q1 2024, selling an estimated $167K and leaving 166,626 shares worth $6.25M. The position accounts for 0.69% of the portfolio, ranked #29.

Strategic Wealth Partners Group first reported a position in POCT in Q4 2023 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold POCT as of Q1 2024.

  • Strategic Wealth Partners Group held 166,626 shares of Innovator US Equity Power Buffer ETF October worth $6.25M as of Q1 2024.
  • Strategic Wealth Partners Group sold 4,539 Innovator US Equity Power Buffer ETF October shares in Q1 2024, an estimated $167K.
  • Innovator US Equity Power Buffer ETF October made up 0.69% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #29 holding.
  • Strategic Wealth Partners Group first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.