WWM
POCT icon

Wolff Wiese Magana’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Wolff Wiese Magana’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
Q3 		– Sell
-10,566
Closed -$308K – 871
2021
Q2 		$308K Sell
10,566
-890
-8% -$25.7K 0.22% 97
2021
Q1 		$326K Sell
11,456
-610
-5% -$17.1K 0.25% 85
2020
Q4 		$336K Buy
+12,066
New +$328K 0.28% 78

Other funds holding POCT

AllianceBernstein
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
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Wolff Wiese Magana's POCT Position: Q3 2021 in Review

Wolff Wiese Magana sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2021, closing a stake of 10,566 shares — an estimated $308K sold.

Wolff Wiese Magana first reported a position in POCT in Q4 2020 and held it in 3 quarters. The position peaked at $336K in Q4 2020. 62 funds tracked by Wall St. Rank hold POCT as of Q3 2021.

  • Wolff Wiese Magana reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2021 after selling out during the quarter.
  • Wolff Wiese Magana sold 10,566 Innovator US Equity Power Buffer ETF October shares in Q3 2021, an estimated $308K.
  • Wolff Wiese Magana first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and held it in 3 quarters.
  • Wolff Wiese Magana's Innovator US Equity Power Buffer ETF October position peaked at $336K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2021.

Based on Wolff Wiese Magana's 13F filing for Q3 2021, filed 15 Oct 2021.