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Vima LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Vima LLC’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
Q2 		– Sell
-468
Closed -$14.8K – 283
2024
Q1 		$14.8K Hold
468
– – 0.02% 204
2023
Q4 		$16.9K Buy
+468
New +$16.3K 0.04% 203

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vima LLC's POCT Position: Q2 2024 in Review

Vima LLC sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2024, closing a stake of 468 shares — an estimated $14.8K sold.

Vima LLC first reported a position in POCT in Q4 2023 and held it in 2 quarters. The position peaked at $16.9K in Q4 2023. 175 funds tracked by Wall St. Rank hold POCT as of Q2 2024.

  • Vima LLC reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 468 Innovator US Equity Power Buffer ETF October shares in Q2 2024, an estimated $14.8K.
  • Vima LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Vima LLC's Innovator US Equity Power Buffer ETF October position peaked at $16.9K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.