Capital Analysts LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Capital Analysts LLC’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	$432K	Hold	9,295	–	–	0.01%	517
2026 Q1	$401K	Sell	9,295 -8,623	-48%	-$378K	0.01%	495
2025 Q4	$787K	Sell	17,918 -277	-2%	-$12K	0.02%	350
2025 Q3	$784K	Hold	18,195	–	–	0.02%	343
2025 Q2	$752K	Hold	18,195	–	–	0.03%	322
2025 Q1	$707K	Buy	18,195 +973	+6%	+$38.6K	0.03%	312
2024 Q4	$681K	Sell	17,222 -1,027	-6%	-$40.5K	0.03%	295
2024 Q3	$710K	Hold	18,249	–	–	0.03%	281
2024 Q2	$699K	Sell	18,249 -23,936	-57%	-$904K	0.03%	293
2024 Q1	$1.58M	Sell	42,185 -683	-2%	-$25.2K	0.07%	192
2023 Q4	$1.55M	Buy	42,868 +411	+1%	+$14.3K	0.08%	185
2023 Q3	$1.44M	Buy	42,457 +29,896	+238%	+$1.01M	0.08%	186
2023 Q2	$419K	Sell	12,561 -3,652	-23%	-$118K	0.02%	314
2023 Q1	$513K	Sell	16,213 -2,160	-12%	-$67K	0.03%	292
2022 Q4	$553K	Buy	18,373 +5,114	+39%	+$152K	0.03%	282
2022 Q3	$380K	Buy	+13,259	New	+$383K	0.03%	292

Other funds holding POCT

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Analysts LLC's POCT Position: Q2 2026 in Review

Capital Analysts LLC held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 9,295 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #517.

Capital Analysts LLC first reported a position in POCT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q1 2024. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Capital Analysts LLC held 9,295 shares of Innovator US Equity Power Buffer ETF October worth $432K as of Q2 2026.
Capital Analysts LLC left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #517 holding.
Capital Analysts LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 16 quarters since.
Capital Analysts LLC's Innovator US Equity Power Buffer ETF October position peaked at $1.58M in Q1 2024.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.