Advyzon Investment Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Advyzon Investment Management’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	$2.12M	Sell	45,694 -6,095	-12%	-$277K	0.15%	139
2026 Q1	$2.23M	Sell	51,789 -7,272	-12%	-$319K	0.2%	116
2025 Q4	$2.59M	Buy	59,061 +18,826	+47%	+$817K	0.3%	78
2025 Q3	$1.73M	Sell	40,235 -35,420	-47%	-$1.5M	0.3%	71
2025 Q2	$3.12M	Buy	+75,655	New	+$2.98M	0.69%	30

Other funds holding POCT

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advyzon Investment Management's POCT Position: Q2 2026 in Review

Advyzon Investment Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 12% in Q2 2026, selling an estimated $277K and leaving 45,694 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #139.

Advyzon Investment Management first reported a position in POCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q2 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Advyzon Investment Management held 45,694 shares of Innovator US Equity Power Buffer ETF October worth $2.12M as of Q2 2026.
Advyzon Investment Management sold 6,095 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $277K.
Innovator US Equity Power Buffer ETF October made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #139 holding.
Advyzon Investment Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's Innovator US Equity Power Buffer ETF October position peaked at $3.12M in Q2 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.