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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
Q2 		$240K Sell
5,181
-634
-11% -$28.9K ﹤0.01% 1378
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 $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

Allworth Financial's POCT Position: Q2 2026 in Review

Allworth Financial reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 5,181 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Allworth Financial first reported a position in POCT in Q2 2024 and has held it in 5 quarters since. The position peaked at $26.7M in Q4 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Allworth Financial held 5,181 shares of Innovator US Equity Power Buffer ETF October worth $240K as of Q2 2026.
  • Allworth Financial sold 634 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $28.9K.
  • Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1378 holding.
  • Allworth Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and has held it in 5 quarters since.
  • Allworth Financial's Innovator US Equity Power Buffer ETF October position peaked at $26.7M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.