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Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sutton Wealth 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
2023
Q3 		$106K Hold
3,116
– – 0.05% 165
2023
Q2 		$104K Hold
3,116
– – 0.05% 167
2023
Q1 		$98.6K Buy
3,116
+321
+11% +$9.95K 0.05% 160
2022
Q4 		$84K Buy
2,795
+674
+32% +$20.1K 0.03% 278
2022
Q3 		$60.7K Buy
2,121
+423
+25% +$12.2K 0.02% 337
2022
Q2 		$47.7K Hold
1,698
– – 0.02% 395
2022
Q1 		$51.3K Hold
1,698
– – 0.02% 389
2021
Q4 		$51.7K Buy
+1,698
New +$51K 0.02% 402

Other funds holding POCT

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
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $8.93B AUM 25.13% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Sutton Wealth Advisors's POCT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q3 2023 at 3,116 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #165.

Sutton Wealth Advisors first reported a position in POCT in Q4 2021 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold POCT as of Q3 2023.

  • Sutton Wealth Advisors held 3,116 shares of Innovator US Equity Power Buffer ETF October worth $106K as of Q3 2023.
  • Sutton Wealth Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q3 2023.
  • Innovator US Equity Power Buffer ETF October made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #165 holding.
  • Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 8 quarters since.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.