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Capasso Planning Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Capasso Planning Partners’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
2025
Q3 		– Sell
-7,134
Closed -$295K – 83
2025
Q2 		$295K Sell
7,134
-63,910
-90% -$2.52M 0.17% 69
2025
Q1 		$2.76M Buy
71,044
+245
+0.3% +$9.73K 1.16% 16
2024
Q4 		$2.8M Buy
+70,799
New +$2.79M 1.12% 19

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PCM
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Cerity Partners
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capasso Planning Partners's POCT Position: Q3 2025 in Review

Capasso Planning Partners sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2025, closing a stake of 7,134 shares — an estimated $295K sold.

Capasso Planning Partners first reported a position in POCT in Q4 2024 and held it in 3 quarters. The position peaked at $2.8M in Q4 2024. 203 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

  • Capasso Planning Partners reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 7,134 Innovator US Equity Power Buffer ETF October shares in Q3 2025, an estimated $295K.
  • Capasso Planning Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 3 quarters.
  • Capasso Planning Partners's Innovator US Equity Power Buffer ETF October position peaked at $2.8M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.