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

Concurrent Investment 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 		$661K Buy
14,243
+1,597
+13% +$72.7K 0.01% 1240
2026
Q1 		$545K Buy
12,646
+693
+6% +$30.4K 0.01% 1170
2025
Q4 		$525K Buy
11,953
+3,798
+47% +$165K 0.01% 1126
2025
Q3 		$351K Buy
+8,155
New +$345K 0.01% 1079

Other funds holding POCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Concurrent Investment Advisors's POCT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 13% in Q2 2026, buying an estimated $72.7K and bringing the position to 14,243 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #1240.

Concurrent Investment Advisors first reported a position in POCT in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Concurrent Investment Advisors held 14,243 shares of Innovator US Equity Power Buffer ETF October worth $661K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,597 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $72.7K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1240 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.