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BFI Wealth Solutions’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

BFI Wealth Solutions’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 		$2.74M Buy
59,108
+885
+2% +$40.3K 2.03% 15
2026
Q1 		$2.53M Buy
58,223
+18,774
+48% +$824K 2.42% 12
2025
Q4 		$1.73M Buy
+39,449
New +$1.71M 1.65% 20

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

BFI Wealth Solutions's POCT Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.5% in Q2 2026, buying an estimated $40.3K and bringing the position to 59,108 shares worth $2.74M. The position accounts for 2.03% of the portfolio, ranked #15.

BFI Wealth Solutions first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • BFI Wealth Solutions held 59,108 shares of Innovator US Equity Power Buffer ETF October worth $2.74M as of Q2 2026.
  • BFI Wealth Solutions bought 885 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $40.3K.
  • Innovator US Equity Power Buffer ETF October made up 2.03% of BFI Wealth Solutions's portfolio in Q2 2026, its #15 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.