AA Financial Advisors
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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
Q3 		$9.7M Buy
203,163
+20,733
+11% +$977K 1.16% 24
2026
Q2 		$8.47M Sell
182,430
-6,971
-4% -$317K 1.02% 26
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

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AA Financial Advisors's POCT Position: Q3 2026 in Review

AA Financial Advisors increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 11% in Q3 2026, buying an estimated $977K and bringing the position to 203,163 shares worth $9.7M. The position accounts for 1.16% of the portfolio, ranked #24.

AA Financial Advisors first reported a position in POCT in Q4 2023 and has held it in 12 quarters since. 161 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

  • AA Financial Advisors held 203,163 shares of Innovator US Equity Power Buffer ETF October worth $9.7M as of Q3 2026.
  • AA Financial Advisors bought 20,733 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $977K.
  • Innovator US Equity Power Buffer ETF October made up 1.16% of AA Financial Advisors's portfolio in Q3 2026, its #24 holding.
  • AA Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 12 quarters since.
  • 161 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.