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

Synergy 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
2025
Q1 		– Sell
-115
Closed -$4.48K – 643
2024
Q4 		$4.48K Buy
+115
New +$4.54K ﹤0.01% 590

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SI
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Synergy Asset Management's POCT Position: Q1 2025 in Review

Synergy Asset Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2025, closing a stake of 115 shares — an estimated $4.48K sold.

Synergy Asset Management first reported a position in POCT in Q4 2024 and held it in 1 quarter. The position peaked at $4.48K in Q4 2024. 221 funds tracked by Wall St. Rank hold POCT as of Q1 2025.

  • Synergy Asset Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 115 Innovator US Equity Power Buffer ETF October shares in Q1 2025, an estimated $4.48K.
  • Synergy Asset Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Innovator US Equity Power Buffer ETF October position peaked at $4.48K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.