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 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 $309B AUM 23.92% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bellwether Advisors's POCT Position: Q1 2026 in Review

Bellwether Advisors increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 21% in Q1 2026, buying an estimated $418K and bringing the position to 55,118 shares worth $2.38M. The position accounts for 0.4% of the portfolio, ranked #59.

Bellwether Advisors first reported a position in POCT in Q4 2020 and has held it in 22 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Bellwether Advisors held 55,118 shares of Innovator US Equity Power Buffer ETF October worth $2.38M as of Q1 2026.
Bellwether Advisors bought 9,533 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $418K.
Innovator US Equity Power Buffer ETF October made up 0.4% of Bellwether Advisors's portfolio in Q1 2026, its #59 holding.
Bellwether Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 22 quarters since.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.