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

WealthSource Partners’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
2023
Q2 		– Sell
-11,500
Closed -$364K – 518
2023
Q1 		$364K Hold
11,500
– – 0.02% 370
2022
Q4 		$346K Buy
+11,500
New +$342K 0.02% 369

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BCM
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RJFSA
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TF
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WealthSource Partners's POCT Position: Q2 2023 in Review

WealthSource Partners sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2023, closing a stake of 11,500 shares — an estimated $364K sold.

WealthSource Partners first reported a position in POCT in Q4 2022 and held it in 2 quarters. The position peaked at $364K in Q1 2023. 135 funds tracked by Wall St. Rank hold POCT as of Q2 2023.

  • WealthSource Partners reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 11,500 Innovator US Equity Power Buffer ETF October shares in Q2 2023, an estimated $364K.
  • WealthSource Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • WealthSource Partners's Innovator US Equity Power Buffer ETF October position peaked at $364K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.