Avantax Planning Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-5,952	Closed	-$257K	–	457
2025 Q3	$257K	Hold	5,952	–	–	0.01%	381
2025 Q2	$246K	Hold	5,952	–	–	0.01%	393
2025 Q1	$231K	Sell	5,952 -544	-8%	-$21.6K	0.01%	383
2024 Q4	$257K	Sell	6,496 -101	-2%	-$3.98K	0.01%	363
2024 Q3	$257K	Sell	6,597 -209	-3%	-$8.07K	0.01%	363
2024 Q2	$261K	Buy	6,806 +391	+6%	+$14.8K	0.01%	384
2024 Q1	$240K	Buy	+6,415	New	+$236K	0.01%	408

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BCM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avantax Planning Partners's POCT Position: Q4 2025 in Review

Avantax Planning Partners sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2025, closing a stake of 5,952 shares — an estimated $257K sold.

Avantax Planning Partners first reported a position in POCT in Q1 2024 and held it in 7 quarters. The position peaked at $261K in Q2 2024. 254 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

Avantax Planning Partners reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 5,952 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $257K.
Avantax Planning Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2024 and held it in 7 quarters.
Avantax Planning Partners's Innovator US Equity Power Buffer ETF October position peaked at $261K in Q2 2024.
254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.