POCT — INNOVATOR ETFS TRUST

Ownership history in Collaborative Wealth Managment Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in INNOVATOR ETFS TRUST (POCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q2)
Avg. % of fund
0.09%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,015 — 0% 0.09% $216K $43.10
2025 Q2 INITIATED 5,015 — — 0.09% $207K $41.30
% of Fund (quarterly)    POCT price (monthly, adj. close)

Other funds also holding POCT

As of 2025 Q4 — sorted by position size

Motiv8 Investments LLC 3.15% WEST MICHIGAN ADVISORS, LLC 3Y 1.89% Bullseye Investment Management, LLC 3Y 1.86% BFI Wealth Solutions, LLC 1.65% AA Financial Advisors, LLC 1.57% Chris Bulman Inc 1.34% Forty-three Eighteen Advisors, LLC 1.26% Atlantic Private Wealth, LLC 3Y 1.19% Elmwood Wealth Management, Inc. 3Y 7Y 0.99% FSA Advisors, Inc. 0.82%
← Back to Collaborative Wealth Managment Inc. Holdings