VWA
POCT icon

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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return