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

Bellwether 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 Q2	$2.36M	Sell	50,797 -4,321	-8%	-$197K	0.35%	66
2026 Q1	$2.38M	Buy	55,118 +9,533	+21%	+$418K	0.4%	59
2025 Q4	$2M	Buy	45,585 +2,048	+5%	+$88.9K	0.32%	60
2025 Q3	$1.88M	Buy	43,537 +100	+0.2%	+$4.23K	0.31%	69
2025 Q2	$1.79M	Buy	43,437 +8,361	+24%	+$330K	0.31%	58
2025 Q1	$1.36M	Buy	35,076 +2,268	+7%	+$90.1K	0.28%	57
2024 Q4	$1.3M	Buy	32,808 +13,628	+71%	+$537K	0.23%	61
2024 Q3	$747K	Sell	19,180 -1,573	-8%	-$60.7K	0.14%	73
2024 Q2	$795K	Sell	20,753 -3,327	-14%	-$126K	0.17%	75
2024 Q1	$903K	Hold	24,080	–	–	0.2%	76
2023 Q4	$870K	Hold	24,080	–	–	0.21%	69
2023 Q3	$818K	Sell	24,080 -285	-1%	-$9.62K	0.22%	71
2023 Q2	$815K	Sell	24,365 -17,889	-42%	-$579K	0.24%	53
2023 Q1	$1.34M	Hold	42,254	–	–	0.37%	60
2022 Q4	$1.27M	Buy	42,254 +8	+0%	+$238	0.37%	58
2022 Q3	$1.21M	Hold	42,246	–	–	0.4%	51
2022 Q2	$1.19M	Hold	42,246	–	–	0.38%	56
2022 Q1	$1.28M	Hold	42,246	–	–	0.38%	51
2021 Q4	$1.29M	Hold	42,246	–	–	0.4%	47
2021 Q3	$1.24M	Sell	42,246 -5,115	-11%	-$149K	0.41%	50
2021 Q2	$1.38M	Sell	47,361 -1,028	-2%	-$29.7K	0.48%	53
2021 Q1	$1.38M	Buy	48,389 +35,626	+279%	+$999K	0.55%	44
2020 Q4	$355K	Buy	+12,763	New	+$347K	0.16%	85

Other funds holding POCT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bellwether Advisors's POCT Position: Q2 2026 in Review

Bellwether Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 7.8% in Q2 2026, selling an estimated $197K and leaving 50,797 shares worth $2.36M. The position accounts for 0.35% of the portfolio, ranked #66.

Bellwether Advisors first reported a position in POCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.38M in Q1 2026. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Bellwether Advisors held 50,797 shares of Innovator US Equity Power Buffer ETF October worth $2.36M as of Q2 2026.
Bellwether Advisors sold 4,321 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $197K.
Innovator US Equity Power Buffer ETF October made up 0.35% of Bellwether Advisors's portfolio in Q2 2026, its #66 holding.
Bellwether Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
Bellwether Advisors's Innovator US Equity Power Buffer ETF October position peaked at $2.38M in Q1 2026.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.