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AA Financial Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

AA Financial Advisors’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
2026
Q1 		$8.17M Sell
189,401
-4,096
-2% -$180K 1.15% 26
2025
Q4 		$8.5M Sell
193,497
-9,632
-5% -$418K 1.57% 19
2025
Q3 		$8.75M Buy
203,129
+1,128
+0.6% +$47.7K 1.72% 20
2025
Q2 		$8.34M Sell
202,001
-1,101
-0.5% -$43.4K 1.8% 21
2025
Q1 		$7.89M Buy
203,102
+222
+0.1% +$8.82K 1.93% 16
2024
Q4 		$8.03M Buy
202,880
+18,192
+10% +$717K 2.14% 10
2024
Q3 		$7.19M Buy
184,688
+10,095
+6% +$390K 2.08% 11
2024
Q2 		$6.69M Buy
174,593
+326
+0.2% +$12.3K 2.36% 9
2024
Q1 		$6.53M Sell
174,267
-220
-0.1% -$8.1K 2.64% 7
2023
Q4 		$6.3M Buy
+174,487
New +$6.08M 4.19% 6

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AA Financial Advisors's POCT Position: Q1 2026 in Review

AA Financial Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 2.1% in Q1 2026, selling an estimated $180K and leaving 189,401 shares worth $8.17M. The position accounts for 1.15% of the portfolio, ranked #26.

AA Financial Advisors first reported a position in POCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.75M in Q3 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • AA Financial Advisors held 189,401 shares of Innovator US Equity Power Buffer ETF October worth $8.17M as of Q1 2026.
  • AA Financial Advisors sold 4,096 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $180K.
  • Innovator US Equity Power Buffer ETF October made up 1.15% of AA Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • AA Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
  • AA Financial Advisors's Innovator US Equity Power Buffer ETF October position peaked at $8.75M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.