AssuredPartners Investment Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

AssuredPartners Investment Advisors’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	$215K	Hold	4,630	–	–	0.02%	391
2026 Q1	$201K	Hold	4,630	–	–	0.02%	386
2025 Q4	$203K	Buy	+4,630	New	+$201K	0.03%	328

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 22.9% 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

AssuredPartners Investment Advisors's POCT Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 4,630 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #391.

AssuredPartners Investment Advisors first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

AssuredPartners Investment Advisors held 4,630 shares of Innovator US Equity Power Buffer ETF October worth $215K as of Q2 2026.
AssuredPartners Investment Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #391 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.