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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return