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

Clearstead 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	$16.4K	Hold	353	–	–	﹤0.01%	1848
2026 Q1	$15.2K	Hold	353	–	–	﹤0.01%	1504
2025 Q4	$15.5K	Hold	353	–	–	﹤0.01%	1783
2025 Q3	$15.2K	Buy	+353	New	+$14.9K	﹤0.01%	1762
2025 Q2	–	Sell	-353	Closed	-$13.7K	–	2846
2025 Q1	$13.7K	Hold	353	–	–	﹤0.01%	1527
2024 Q4	$14K	Buy	+353	New	+$13.9K	﹤0.01%	1492
2024 Q1	–	Sell	-2,330	Closed	-$84.2K	–	1616
2023 Q4	$84.2K	Hold	2,330	–	–	﹤0.01%	622
2023 Q3	$79.1K	Hold	2,330	–	–	﹤0.01%	606
2023 Q2	$78K	Hold	2,330	–	–	﹤0.01%	626
2023 Q1	$73.7K	Hold	2,330	–	–	0.01%	572
2022 Q4	$70.1K	Hold	2,330	–	–	0.01%	570
2022 Q3	$67K	Hold	2,330	–	–	0.01%	553
2022 Q2	$65K	Hold	2,330	–	–	0.01%	572
2022 Q1	$70K	Hold	2,330	–	–	﹤0.01%	620
2021 Q4	$71K	Hold	2,330	–	–	﹤0.01%	599
2021 Q3	$68K	Hold	2,330	–	–	0.01%	562
2021 Q2	$68K	Hold	2,330	–	–	0.01%	512
2021 Q1	$66K	Hold	2,330	–	–	0.01%	504
2020 Q4	$65K	Hold	2,330	–	–	0.01%	473
2020 Q3	$62K	Hold	2,330	–	–	0.01%	437
2020 Q2	$59K	Hold	2,330	–	–	0.01%	411
2020 Q1	$53K	Buy	+2,330	New	+$56.9K	0.01%	403

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

Clearstead Advisors's POCT Position: Q2 2026 in Review

Clearstead Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 353 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Clearstead Advisors first reported a position in POCT in Q1 2020 and has held it in 22 quarters since. The position peaked at $84.2K in Q4 2023. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Clearstead Advisors held 353 shares of Innovator US Equity Power Buffer ETF October worth $16.4K as of Q2 2026.
Clearstead Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1848 holding.
Clearstead Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2020 and has held it in 22 quarters since.
Clearstead Advisors's Innovator US Equity Power Buffer ETF October position peaked at $84.2K in Q4 2023.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.