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Worth Asset Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Worth Asset Management’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
2022
Q2 		– Sell
-25
Closed -$1K – 571
2022
Q1 		$1K Buy
+25
New +$746 ﹤0.01% 512

Other funds holding POCT

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
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
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Worth Asset Management's POCT Position: Q2 2022 in Review

Worth Asset Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2022, closing a stake of 25 shares — an estimated $1K sold.

Worth Asset Management first reported a position in POCT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 87 funds tracked by Wall St. Rank hold POCT as of Q2 2022.

  • Worth Asset Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Worth Asset Management sold 25 Innovator US Equity Power Buffer ETF October shares in Q2 2022, an estimated $1K.
  • Worth Asset Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2022 and held it in 1 quarter.
  • Worth Asset Management's Innovator US Equity Power Buffer ETF October position peaked at $1K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2022.

Based on Worth Asset Management's 13F filing for Q2 2022, filed 8 Jul 2022.