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

WCG 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
Q2 		– Sell
-11,281
Closed -$423K – 295
2024
Q1 		$423K Hold
11,281
– – 0.04% 229
2023
Q4 		$407K Sell
11,281
-641
-5% -$22.3K 0.03% 263
2023
Q3 		$405K Buy
+11,922
New +$402K 0.03% 253

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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $5.99B AUM 21.91% 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 22.9% 1-Year Est. Return

WCG Wealth Advisors's POCT Position: Q2 2024 in Review

WCG Wealth Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2024, closing a stake of 11,281 shares — an estimated $423K sold.

WCG Wealth Advisors first reported a position in POCT in Q3 2023 and held it in 3 quarters. The position peaked at $423K in Q1 2024. 176 funds tracked by Wall St. Rank hold POCT as of Q2 2024.

  • WCG Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,281 Innovator US Equity Power Buffer ETF October shares in Q2 2024, an estimated $423K.
  • WCG Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2023 and held it in 3 quarters.
  • WCG Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $423K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.