Cerity Partners
POCT icon

Cerity Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Cerity Partners’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 		$22.6M Sell
487,450
-1,059,832
-68% -$48.2M 0.03% 443
2026
Q1 		$66.7M Sell
1,547,282
-30,667
-2% -$1.35M 0.09% 189
2025
Q4 		$69.3M Buy
1,577,949
+420,361
+36% +$18.2M 0.1% 178
2025
Q3 		$49.9M Buy
1,157,588
+1,114,989
+2,617% +$47.1M 0.08% 210
2025
Q2 		$1.76M Buy
42,599
+378
+0.9% +$14.9K ﹤0.01% 1276
2025
Q1 		$1.64M Sell
42,221
-9,177
-18% -$364K ﹤0.01% 1213
2024
Q4 		$2.03M Buy
51,398
+850
+2% +$33.5K ﹤0.01% 1094
2024
Q3 		$1.97M Sell
50,548
-864
-2% -$33.3K ﹤0.01% 1099
2024
Q2 		$1.97M Buy
51,412
+10,350
+25% +$391K 0.01% 916
2024
Q1 		$1.54M Hold
41,062
– – ﹤0.01% 1088
2023
Q4 		$1.48M Buy
41,062
+9,117
+29% +$318K ﹤0.01% 862
2023
Q3 		$1.08M Sell
31,945
-755
-2% -$25.5K 0.01% 730
2023
Q2 		$1.09M Sell
32,700
-9,651
-23% -$312K ﹤0.01% 900
2023
Q1 		$1.34M Sell
42,351
-1,150
-3% -$35.7K ﹤0.01% 856
2022
Q4 		$1.31M Buy
+43,501
New +$1.29M 0.01% 625

Other funds holding POCT

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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cerity Partners's POCT Position: Q2 2026 in Review

Cerity Partners reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 68% in Q2 2026, selling an estimated $48.2M and leaving 487,450 shares worth $22.6M. The position accounts for 0.03% of the portfolio, ranked #443.

Cerity Partners first reported a position in POCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $69.3M in Q4 2025. 235 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Cerity Partners held 487,450 shares of Innovator US Equity Power Buffer ETF October worth $22.6M as of Q2 2026.
  • Cerity Partners sold 1,059,832 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $48.2M.
  • Innovator US Equity Power Buffer ETF October made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #443 holding.
  • Cerity Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Innovator US Equity Power Buffer ETF October position peaked at $69.3M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.