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Allworth Financial’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Allworth Financial’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 		$251K Sell
5,815
-601,597
-99% -$26.4M ﹤0.01% 1265
2025
Q4 		$26.7M Buy
+607,412
New +$26.4M 0.11% 116
2024
Q4 		– Sell
-807
Closed -$31.4K – 4025
2024
Q3 		$31.4K Buy
807
+600
+290% +$23.2K ﹤0.01% 1628
2024
Q2 		$7.95K Buy
+207
New +$7.82K ﹤0.01% 2325

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

Allworth Financial's POCT Position: Q1 2026 in Review

Allworth Financial reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 99% in Q1 2026, selling an estimated $26.4M and leaving 5,815 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Allworth Financial first reported a position in POCT in Q2 2024 and has held it in 4 quarters since. The position peaked at $26.7M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Allworth Financial held 5,815 shares of Innovator US Equity Power Buffer ETF October worth $251K as of Q1 2026.
  • Allworth Financial sold 601,597 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $26.4M.
  • Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1265 holding.
  • Allworth Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and has held it in 4 quarters since.
  • Allworth Financial's Innovator US Equity Power Buffer ETF October position peaked at $26.7M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.