Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$983K	Buy	24,832 +3,589	+17%	+$142K	0.19%	59
2024 Q3	$827K	Hold	21,243	–	–	0.16%	64
2024 Q2	$813K	Sell	21,243 -15,498	-42%	-$585K	0.16%	63
2024 Q1	$1.38M	Hold	36,741	–	–	0.29%	43
2023 Q4	$1.33M	Buy	36,741 +1,326	+4%	+$46.2K	0.32%	43
2023 Q3	$1.2M	Hold	35,415	–	–	0.3%	47
2023 Q2	$1.19M	Hold	35,415	–	–	0.28%	47
2023 Q1	$1.12M	Hold	35,415	–	–	0.28%	46
2022 Q4	$1.06M	Buy	35,415 +4,734	+15%	+$141K	0.27%	44
2022 Q3	$879K	Hold	30,681	–	–	0.23%	52
2022 Q2	$861K	Buy	+30,681	New	+$889K	0.22%	51

Other funds holding POCT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sugarloaf Wealth Management's POCT Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 17% in Q4 2024, buying an estimated $142K and bringing the position to 24,832 shares worth $983K. The position accounts for 0.19% of the portfolio, ranked #59.

Sugarloaf Wealth Management first reported a position in POCT in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2024. 217 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

Sugarloaf Wealth Management held 24,832 shares of Innovator US Equity Power Buffer ETF October worth $983K as of Q4 2024.
Sugarloaf Wealth Management bought 3,589 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $142K.
Innovator US Equity Power Buffer ETF October made up 0.19% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #59 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $1.38M in Q1 2024.
217 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.