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Beacon Pointe Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Beacon Pointe 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
Q1 		$9.08M Buy
210,695
+37,908
+22% +$1.66M 0.05% 343
2025
Q4 		$7.59M Buy
172,787
+23,803
+16% +$1.03M 0.05% 304
2025
Q3 		$6.42M Sell
148,984
-19,735
-12% -$834K 0.05% 304
2025
Q2 		$6.97M Sell
168,719
-17,837
-10% -$703K 0.07% 243
2025
Q1 		$7.25M Sell
186,556
-19,313
-9% -$767K 0.08% 220
2024
Q4 		$8.15M Buy
205,869
+24,240
+13% +$956K 0.09% 191
2024
Q3 		$7.07M Buy
181,629
+20,398
+13% +$787K 0.08% 217
2024
Q2 		$6.17M Sell
161,231
-9,276
-5% -$350K 0.07% 237
2024
Q1 		$6.39M Sell
170,507
-22,772
-12% -$839K 0.07% 245
2023
Q4 		$6.98M Buy
193,279
+67,093
+53% +$2.34M 0.08% 218
2023
Q3 		$4.29M Buy
126,186
+18,741
+17% +$633K 0.05% 299
2023
Q2 		$3.6M Sell
107,445
-27,880
-21% -$902K 0.06% 275
2023
Q1 		$4.28M Sell
135,325
-1,924
-1% -$59.6K 0.07% 242
2022
Q4 		$4.13M Buy
137,249
+78,911
+135% +$2.35M 0.08% 222
2022
Q3 		$1.67M Buy
58,338
+18,492
+46% +$535K 0.04% 349
2022
Q2 		$1.12M Sell
39,846
-43,383
-52% -$1.26M 0.02% 443
2022
Q1 		$2.52M Buy
83,229
+34,004
+69% +$1.02M 0.03% 403
2021
Q4 		$1.5M Buy
49,225
+2,881
+6% +$86.5K 0.04% 301
2021
Q3 		$1.36M Buy
46,344
+5,795
+14% +$169K 0.03% 355
2021
Q2 		$1.18M Sell
40,549
-9,974
-20% -$288K 0.04% 306
2021
Q1 		$1.44M Hold
50,523
– – 0.09% 173
2020
Q4 		$1.41M Buy
50,523
+28,331
+128% +$769K 0.1% 161
2020
Q3 		$586K Buy
+22,192
New +$575K 0.06% 214

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Pointe Advisors's POCT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 22% in Q1 2026, buying an estimated $1.66M and bringing the position to 210,695 shares worth $9.08M. The position accounts for 0.05% of the portfolio, ranked #343.

Beacon Pointe Advisors first reported a position in POCT in Q3 2020 and has held it in 23 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Beacon Pointe Advisors held 210,695 shares of Innovator US Equity Power Buffer ETF October worth $9.08M as of Q1 2026.
  • Beacon Pointe Advisors bought 37,908 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $1.66M.
  • Innovator US Equity Power Buffer ETF October made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #343 holding.
  • Beacon Pointe Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2020 and has held it in 23 quarters since.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.