Valeo Financial Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-2,050	Closed	-$58K	–	1467
2021 Q1	$58K	Hold	2,050	–	–	﹤0.01%	810
2020 Q4	$57K	Hold	2,050	–	–	﹤0.01%	724
2020 Q3	$54K	Hold	2,050	–	–	﹤0.01%	643
2020 Q2	$52K	Hold	2,050	–	–	﹤0.01%	710
2020 Q1	$48K	Hold	2,050	–	–	0.01%	621
2019 Q4	$52K	Buy	+2,050	New	+$51.4K	0.01%	632

Other funds holding POCT

Soltis Investment Advisors St. George, Utah $1.54B AUM 23.87% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

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

Commonwealth Equity Services

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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