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

Transform Wealth’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
Q1 		– Sell
-15,202
Closed -$457K – 262
2022
Q4 		$457K Sell
15,202
-432,342
-97% -$12.9M 0.05% 150
2022
Q3 		$12.8M Sell
447,544
-849,967
-66% -$24.6M 1.67% 9
2022
Q2 		$36.4M Buy
+1,297,511
New +$37.6M 5.42% 1

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Transform Wealth's POCT Position: Q1 2023 in Review

Transform Wealth sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2023, closing a stake of 15,202 shares — an estimated $457K sold.

Transform Wealth first reported a position in POCT in Q2 2022 and held it in 3 quarters. The position peaked at $36.4M in Q2 2022. 146 funds tracked by Wall St. Rank hold POCT as of Q1 2023.

  • Transform Wealth reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Transform Wealth sold 15,202 Innovator US Equity Power Buffer ETF October shares in Q1 2023, an estimated $457K.
  • Transform Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2022 and held it in 3 quarters.
  • Transform Wealth's Innovator US Equity Power Buffer ETF October position peaked at $36.4M in Q2 2022.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2023.

Based on Transform Wealth's 13F filing for Q1 2023, filed 14 Apr 2023.