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

Atala 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	$390K	Hold	8,409	–	–	0.24%	88
2026 Q1	$364K	Hold	8,409	–	–	0.24%	83
2025 Q4	$369K	Hold	8,409	–	–	0.24%	85
2025 Q3	$362K	Hold	8,409	–	–	0.23%	85
2025 Q2	$347K	Hold	8,409	–	–	0.24%	84
2025 Q1	$327K	Hold	8,409	–	–	0.24%	86
2024 Q4	$333K	Buy	+8,409	New	+$332K	0.23%	88

Other funds holding POCT

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Atala Financial's POCT Position: Q2 2026 in Review

Atala Financial held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 8,409 shares worth $390K. The position accounts for 0.24% of the portfolio, ranked #88.

Atala Financial first reported a position in POCT in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Atala Financial held 8,409 shares of Innovator US Equity Power Buffer ETF October worth $390K as of Q2 2026.
Atala Financial left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.24% of Atala Financial's portfolio in Q2 2026, its #88 holding.
Atala Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.