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

Bedel Financial Consulting’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 		$1.69M Hold
39,213
– – 0.19% 68
2025
Q4 		$1.72M Hold
39,213
– – 0.19% 68
2025
Q3 		$1.69M Sell
39,213
-873
-2% -$36.9K 0.22% 62
2025
Q2 		$1.66M Hold
40,086
– – 0.23% 61
2025
Q1 		$1.56M Sell
40,086
-52
-0.1% -$2.06K 0.22% 60
2024
Q4 		$1.61M Hold
40,138
– – 0.22% 61
2024
Q3 		$1.56M Sell
40,138
-590
-1% -$22.8K 0.22% 60
2024
Q2 		$1.56M Sell
40,728
-711
-2% -$26.9K 0.23% 53
2024
Q1 		$1.55M Sell
41,439
-253
-0.6% -$9.32K 0.24% 52
2023
Q4 		$1.51M Hold
41,692
– – 0.28% 50
2023
Q3 		$1.42M Hold
41,692
– – 0.29% 46
2023
Q2 		$1.4M Hold
41,692
– – 0.29% 51
2023
Q1 		$1.32M Sell
41,692
-347
-0.8% -$10.8K 0.32% 48
2022
Q4 		$1.26M Hold
42,039
– – 0.31% 48
2022
Q3 		$1.24M Buy
42,039
+29,840
+245% +$863K 0.33% 46
2022
Q2 		$342K Sell
12,199
-342
-3% -$9.91K 0.1% 137
2022
Q1 		$379K Buy
12,541
+857
+7% +$25.6K 0.12% 123
2021
Q4 		$356K Buy
11,684
+4,066
+53% +$122K 0.11% 128
2021
Q3 		$223K Hold
7,618
– – 0.08% 171
2021
Q2 		$222K Sell
7,618
-314
-4% -$9.06K 0.08% 173
2021
Q1 		$226K Hold
7,932
– – 0.09% 164
2020
Q4 		$221K Buy
7,932
+5,984
+307% +$162K 0.1% 142
2020
Q3 		$51K Buy
1,948
+948
+95% +$24.5K 0.03% 298
2020
Q2 		$25K Hold
1,000
– – 0.01% 374
2020
Q1 		$23K Hold
1,000
– – 0.02% 373
2019
Q4 		$25K Buy
+1,000
New +$25.1K 0.01% 383

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

Bedel Financial Consulting's POCT Position: Q1 2026 in Review

Bedel Financial Consulting held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 39,213 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #68.

Bedel Financial Consulting first reported a position in POCT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Bedel Financial Consulting held 39,213 shares of Innovator US Equity Power Buffer ETF October worth $1.69M as of Q1 2026.
  • Bedel Financial Consulting left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.19% of Bedel Financial Consulting's portfolio in Q1 2026, its #68 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2019 and has held it in 26 quarters since.
  • Bedel Financial Consulting's Innovator US Equity Power Buffer ETF October position peaked at $1.72M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.