CAPTRUST Financial Advisors
POCT icon

CAPTRUST Financial Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

CAPTRUST Financial Advisors’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 		$8.25M Sell
191,465
-7,350
-4% -$323K 0.01% 594
2025
Q4 		$8.73M Sell
198,815
-2,083
-1% -$90.4K 0.02% 519
2025
Q3 		$8.66M Sell
200,898
-282
-0.1% -$11.9K 0.02% 507
2025
Q2 		$8.31M Buy
201,180
+270
+0.1% +$10.6K 0.02% 499
2025
Q1 		$7.81M Sell
200,910
-3,400
-2% -$135K 0.02% 486
2024
Q4 		$8.08M Buy
204,310
+1,100
+0.5% +$43.4K 0.02% 416
2024
Q3 		$7.92M Sell
203,210
-154
-0.1% -$5.94K 0.02% 415
2024
Q2 		$7.79M Hold
203,364
– – 0.03% 401
2024
Q1 		$7.62M Sell
203,364
-342
-0.2% -$12.6K 0.03% 399
2023
Q4 		$7.36M Buy
203,706
+126,813
+165% +$4.42M 0.03% 440
2023
Q3 		$2.61M Buy
76,893
+17,446
+29% +$589K 0.01% 754
2023
Q2 		$1.99M Sell
59,447
-182
-0.3% -$5.89K 0.01% 828
2023
Q1 		$1.89M Buy
+59,629
New +$1.85M 0.01% 763

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

CAPTRUST Financial Advisors's POCT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 3.7% in Q1 2026, selling an estimated $323K and leaving 191,465 shares worth $8.25M. The position accounts for 0.01% of the portfolio, ranked #594.

CAPTRUST Financial Advisors first reported a position in POCT in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.73M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • CAPTRUST Financial Advisors held 191,465 shares of Innovator US Equity Power Buffer ETF October worth $8.25M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 7,350 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $323K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #594 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2023 and has held it in 13 quarters since.
  • CAPTRUST Financial Advisors's Innovator US Equity Power Buffer ETF October position peaked at $8.73M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.