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Berger Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Berger Financial Group’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 		$959K Sell
20,659
-203
-1% -$9.24K 0.05% 218
2026
Q1 		$899K Sell
20,862
-684
-3% -$30K 0.05% 217
2025
Q4 		$946K Buy
21,546
+169
+0.8% +$7.34K 0.05% 218
2025
Q3 		$921K Buy
+21,377
New +$903K 0.06% 219

Other funds holding POCT

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berger Financial Group's POCT Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.97% in Q2 2026, selling an estimated $9.24K and leaving 20,659 shares worth $959K. The position accounts for 0.05% of the portfolio, ranked #218.

Berger Financial Group first reported a position in POCT in Q3 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Berger Financial Group held 20,659 shares of Innovator US Equity Power Buffer ETF October worth $959K as of Q2 2026.
  • Berger Financial Group sold 203 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $9.24K.
  • Innovator US Equity Power Buffer ETF October made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #218 holding.
  • Berger Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.