Skip to content

POCT INNOVATOR ETFS TRUST

Follow

US EQTY PWR BUF (fund)

219 managers (219 13F filers) reported a position in POCT shares at 2024-12-31, 16,738,649 shares in all. 34 filers opened a position and 11 filers sold out during the quarter.

Managers
219
13F filers
219
New
34
Added
83
Reduced
45
Sold out
11
Shares held by filers
16,738,649

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Blue Trust, Inc.761$30.1K<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.745$29.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$19.8K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…500$19.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC357$14.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC353$14K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…318$12.6K<0.01%013F-HRTimelineGroup
Caitlin John, LLC179$7.08K<0.01%013F-HRTimeline
Caldwell Trust Co171$6.77K<0.01%013F-HRTimeline
Bullock Wealth Management Group164$6.49K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.129$5.17K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC120$4.75K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC115$4.48K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management107$4.23K<0.01%013F-HRTimelineGroup
Runnymede Capital Advisors, Inc.73$2.89K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC54$2.14K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC35$1.39K<0.01%+3413F-HRTimelineGroup
TSFG, LLC17$1K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.