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Verdence Capital Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Verdence Capital 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
2024
Q4 		– Sell
-5,612
Closed -$219K – 659
2024
Q3 		$219K Buy
+5,612
New +$217K 0.02% 592

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Osaic Holdings
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Commonwealth Equity Services
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Envestnet Asset Management
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Focus Partners Wealth
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FMWA
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Verdence Capital Advisors's POCT Position: Q4 2024 in Review

Verdence Capital Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2024, closing a stake of 5,612 shares — an estimated $219K sold.

Verdence Capital Advisors first reported a position in POCT in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 218 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

  • Verdence Capital Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Verdence Capital Advisors sold 5,612 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $219K.
  • Verdence Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2024 and held it in 1 quarter.
  • Verdence Capital Advisors's Innovator US Equity Power Buffer ETF October position peaked at $219K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

Based on Verdence Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.