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TrustCore Financial Services’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

TrustCore Financial Services’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
2022
Q4 		$2.3M Buy
+76,542
New +$2.28M 0.2% 61
2020
Q3 		– Sell
-221,640
Closed -$5.58M – 906
2020
Q2 		$5.58M Buy
+221,640
New +$5.39M 0.97% 27

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SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

TrustCore Financial Services's POCT Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q4 2022: 76,542 shares worth $2.3M. The stake represents 0.2% of the portfolio and ranks #61 among its holdings. This is a return to the name: TrustCore Financial Services previously reported a position in POCT as recently as Q2 2020.

TrustCore Financial Services first reported a position in POCT in Q2 2020 and has held it in 2 quarters since. The position peaked at $5.58M in Q2 2020. 146 funds tracked by Wall St. Rank hold POCT as of Q4 2022.

  • TrustCore Financial Services held 76,542 shares of Innovator US Equity Power Buffer ETF October worth $2.3M as of Q4 2022.
  • Innovator US Equity Power Buffer ETF October was a new TrustCore Financial Services position in Q4 2022.
  • Innovator US Equity Power Buffer ETF October made up 0.2% of TrustCore Financial Services's portfolio in Q4 2022, its #61 holding.
  • TrustCore Financial Services first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2020 and has held it in 2 quarters since.
  • TrustCore Financial Services's Innovator US Equity Power Buffer ETF October position peaked at $5.58M in Q2 2020.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.