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COMPASS FINANCIAL MANAGEMENT LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$3.91K Buy
+83
New +$3.78K ﹤0.01% 1224

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Commonwealth Equity Services
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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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's POCT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026: 83 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings.

203 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 83 shares of Innovator US Equity Power Buffer ETF October worth $3.91K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF October was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Innovator US Equity Power Buffer ETF October made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1224 holding.
  • 203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.