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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
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 $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

Berger Financial Group's POCT Position: Q1 2026 in Review

Berger Financial Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 3.2% in Q1 2026, selling an estimated $30K and leaving 20,862 shares worth $899K. The position accounts for 0.05% of the portfolio, ranked #217.

Berger Financial Group first reported a position in POCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $946K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Berger Financial Group held 20,862 shares of Innovator US Equity Power Buffer ETF October worth $899K as of Q1 2026.
  • Berger Financial Group sold 684 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $30K.
  • Innovator US Equity Power Buffer ETF October made up 0.05% of Berger Financial Group's portfolio in Q1 2026, its #217 holding.
  • Berger Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • Berger Financial Group's Innovator US Equity Power Buffer ETF October position peaked at $946K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.