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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
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
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

Advyzon Investment Management's POCT Position: Q1 2026 in Review

Advyzon Investment Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 12% in Q1 2026, selling an estimated $319K and leaving 51,789 shares worth $2.23M. The position accounts for 0.2% of the portfolio, ranked #116.

Advyzon Investment Management first reported a position in POCT in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.12M in Q2 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Advyzon Investment Management held 51,789 shares of Innovator US Equity Power Buffer ETF October worth $2.23M as of Q1 2026.
  • Advyzon Investment Management sold 7,272 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $319K.
  • Innovator US Equity Power Buffer ETF October made up 0.2% of Advyzon Investment Management's portfolio in Q1 2026, its #116 holding.
  • Advyzon Investment Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Innovator US Equity Power Buffer ETF October position peaked at $3.12M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.