Cassady Wealth & Retirement Planning’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Cassady Wealth & Retirement Planning’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	$3.12M	Sell	67,252 -590	-0.9%	-$26.9K	1.45%	27
2026 Q1	$3.08M	Sell	67,842 -789	-1%	-$34.6K	1.59%	24
2025 Q4	$3.01M	Buy	+68,631	New	+$2.98M	1.97%	17

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

Cassady Wealth & Retirement Planning's POCT Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.87% in Q2 2026, selling an estimated $26.9K and leaving 67,252 shares worth $3.12M. The position accounts for 1.45% of the portfolio, ranked #27.

Cassady Wealth & Retirement Planning first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Cassady Wealth & Retirement Planning held 67,252 shares of Innovator US Equity Power Buffer ETF October worth $3.12M as of Q2 2026.
Cassady Wealth & Retirement Planning sold 590 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $26.9K.
Innovator US Equity Power Buffer ETF October made up 1.45% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #27 holding.
Cassady Wealth & Retirement Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.