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

V 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	–	Sell	-11,922	Closed	-$399K	–	290
2023 Q2	$399K	Hold	11,922	–	–	0.07%	229
2023 Q1	$377K	Sell	11,922 -660	-5%	-$20.5K	0.07%	243
2022 Q4	$378K	Hold	12,582	–	–	0.08%	242
2022 Q3	$360K	Sell	12,582 -54	-0.4%	-$1.56K	0.07%	253
2022 Q2	$355K	Hold	12,636	–	–	0.07%	283
2022 Q1	$382K	Hold	12,636	–	–	0.06%	291
2021 Q4	$385K	Sell	12,636 -884	-7%	-$26.6K	0.06%	313
2021 Q3	$397K	Buy	13,520 +949	+8%	+$27.7K	0.06%	307
2021 Q2	$368K	Buy	12,571 +4,131	+49%	+$119K	0.06%	330
2021 Q1	$241K	Buy	+8,440	New	+$237K	0.04%	376

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

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

V Wealth Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2023, closing a stake of 11,922 shares — an estimated $399K sold.

V Wealth Advisors first reported a position in POCT in Q1 2021 and held it in 10 quarters. The position peaked at $399K in Q2 2023. 126 funds tracked by Wall St. Rank hold POCT as of Q3 2023.

V Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 11,922 Innovator US Equity Power Buffer ETF October shares in Q3 2023, an estimated $399K.
V Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2021 and held it in 10 quarters.
V Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $399K in Q2 2023.
126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.