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Advisor OS’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Advisor OS’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 		$529K Sell
11,402
-231
-2% -$10.5K 0.04% 299
2026
Q1 		$501K Buy
+11,633
New +$511K 0.04% 296

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

Advisor OS's POCT Position: Q2 2026 in Review

Advisor OS reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 2% in Q2 2026, selling an estimated $10.5K and leaving 11,402 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #299.

Advisor OS first reported a position in POCT in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Advisor OS held 11,402 shares of Innovator US Equity Power Buffer ETF October worth $529K as of Q2 2026.
  • Advisor OS sold 231 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $10.5K.
  • Innovator US Equity Power Buffer ETF October made up 0.04% of Advisor OS's portfolio in Q2 2026, its #299 holding.
  • Advisor OS first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.