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

Wealthquest’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
2021
Q2 		– Sell
-12,527
Closed -$357K – 152
2021
Q1 		$357K Sell
12,527
-2,265
-15% -$63.5K 0.07% 93
2020
Q4 		$411K Buy
+14,792
New +$402K 0.09% 85

Other funds holding POCT

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthquest's POCT Position: Q2 2021 in Review

Wealthquest sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2021, closing a stake of 12,527 shares — an estimated $357K sold.

Wealthquest first reported a position in POCT in Q4 2020 and held it in 2 quarters. The position peaked at $411K in Q4 2020. 63 funds tracked by Wall St. Rank hold POCT as of Q2 2021.

  • Wealthquest reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Wealthquest sold 12,527 Innovator US Equity Power Buffer ETF October shares in Q2 2021, an estimated $357K.
  • Wealthquest first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and held it in 2 quarters.
  • Wealthquest's Innovator US Equity Power Buffer ETF October position peaked at $411K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2021.

Based on Wealthquest's 13F filing for Q2 2021, filed 10 Aug 2021.