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Atria Wealth Solutions’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.15M Sell
27,820
-28,965
-51% -$1.14M 0.03% 592
2025
Q1 		$2.21M Sell
56,785
-5,731
-9% -$228K 0.03% 598
2024
Q4 		$2.47M Buy
62,516
+39,907
+177% +$1.57M 0.03% 566
2024
Q3 		$881K Buy
22,609
+5,059
+29% +$195K 0.01% 958
2024
Q2 		$672K Sell
17,550
-200
-1% -$7.55K 0.01% 1078
2024
Q1 		$665K Sell
17,750
-17,100
-49% -$630K 0.01% 1111
2023
Q4 		$1.26M Buy
34,850
+21,280
+157% +$741K 0.02% 773
2023
Q3 		$461K Sell
13,570
-378
-3% -$12.8K 0.01% 1167
2023
Q2 		$467K Sell
13,948
-24,978
-64% -$808K 0.01% 1191
2023
Q1 		$1.23M Sell
38,926
-25
-0.1% -$775 0.02% 721
2022
Q4 		$1.17M Buy
38,951
+22,573
+138% +$671K 0.02% 682
2022
Q3 		$468K Buy
16,378
+7,840
+92% +$227K 0.01% 1062
2022
Q2 		$240K Sell
8,538
-626
-7% -$18.1K ﹤0.01% 1344
2022
Q1 		$277K Buy
+9,164
New +$274K ﹤0.01% 1360

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Atria Wealth Solutions's POCT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 51% in Q2 2025, selling an estimated $1.14M and leaving 27,820 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #592.

Atria Wealth Solutions first reported a position in POCT in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.47M in Q4 2024. 215 funds tracked by Wall St. Rank hold POCT as of Q2 2025.

  • Atria Wealth Solutions held 27,820 shares of Innovator US Equity Power Buffer ETF October worth $1.15M as of Q2 2025.
  • Atria Wealth Solutions sold 28,965 Innovator US Equity Power Buffer ETF October shares in Q2 2025, an estimated $1.14M.
  • Innovator US Equity Power Buffer ETF October made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #592 holding.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Innovator US Equity Power Buffer ETF October position peaked at $2.47M in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.