CAPTRUST Financial Advisors
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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
Q2 		$8.88M Sell
191,415
-50
-0% -$2.28K 0.01% 608
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 $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

CAPTRUST Financial Advisors's POCT Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.03% in Q2 2026, selling an estimated $2.28K and leaving 191,415 shares worth $8.88M. The position accounts for 0.01% of the portfolio, ranked #608.

CAPTRUST Financial Advisors first reported a position in POCT in Q1 2023 and has held it in 14 quarters since. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • CAPTRUST Financial Advisors held 191,415 shares of Innovator US Equity Power Buffer ETF October worth $8.88M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 50 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $2.28K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #608 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2023 and has held it in 14 quarters since.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.