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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
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

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AA Financial Advisors's POCT Position: Q2 2026 in Review

AA Financial Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 3.7% in Q2 2026, selling an estimated $317K and leaving 182,430 shares worth $8.47M. The position accounts for 1.02% of the portfolio, ranked #26.

AA Financial Advisors first reported a position in POCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.75M in Q3 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • AA Financial Advisors held 182,430 shares of Innovator US Equity Power Buffer ETF October worth $8.47M as of Q2 2026.
  • AA Financial Advisors sold 6,971 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $317K.
  • Innovator US Equity Power Buffer ETF October made up 1.02% of AA Financial Advisors's portfolio in Q2 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 11 quarters since.
  • AA Financial Advisors's Innovator US Equity Power Buffer ETF October position peaked at $8.75M in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.