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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
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
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

Capital Analysts LLC's POCT Position: Q1 2026 in Review

Capital Analysts LLC reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 48% in Q1 2026, selling an estimated $378K and leaving 9,295 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #495.

Capital Analysts LLC first reported a position in POCT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q1 2024. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Capital Analysts LLC held 9,295 shares of Innovator US Equity Power Buffer ETF October worth $401K as of Q1 2026.
  • Capital Analysts LLC sold 8,623 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $378K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #495 holding.
  • Capital Analysts LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's Innovator US Equity Power Buffer ETF October position peaked at $1.58M in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.