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

Visionary 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
2024 Q4	–	Sell	-5,289	Closed	-$206K	–	555
2024 Q3	$206K	Sell	5,289 -5,252	-50%	-$203K	0.01%	510
2024 Q2	$404K	Hold	10,541	–	–	0.03%	359
2024 Q1	$395K	Sell	10,541 -500	-5%	-$18.4K	0.03%	362
2023 Q4	$399K	Buy	+11,041	New	+$385K	0.03%	353
2023 Q2	–	Sell	-10,400	Closed	-$329K	–	483
2023 Q1	$329K	Sell	10,400 -5,150	-33%	-$160K	0.03%	337
2022 Q4	$468K	Sell	15,550 -200	-1%	-$5.95K	0.04%	249
2022 Q3	$451K	Hold	15,750	–	–	0.05%	239
2022 Q2	$442K	Hold	15,750	–	–	0.04%	256
2022 Q1	$476K	Hold	15,750	–	–	0.04%	258
2021 Q4	$480K	Buy	+15,750	New	+$473K	0.04%	237

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FMWA

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

Visionary Wealth Advisors's POCT Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2024, closing a stake of 5,289 shares — an estimated $206K sold.

Visionary Wealth Advisors first reported a position in POCT in Q4 2021 and held it in 10 quarters. The position peaked at $480K in Q4 2021. 218 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

Visionary Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 5,289 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $206K.
Visionary Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and held it in 10 quarters.
Visionary Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $480K in Q4 2021.
218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.