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Cypress Financial Planning’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Cypress Financial 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
Q1 		– Sell
-7,672
Closed -$338K – 109
2025
Q4 		$338K Sell
7,672
-3,657
-32% -$159K 0.09% 80
2025
Q3 		$488K Sell
11,329
-715
-6% -$30.2K 0.15% 50
2025
Q2 		$497K Buy
12,044
+153
+1% +$6.03K 0.16% 45
2025
Q1 		$462K Sell
11,891
-1,348
-10% -$53.5K 0.16% 43
2024
Q4 		$524K Sell
13,239
-60
-0.5% -$2.37K 0.19% 40
2024
Q3 		$518K Sell
13,299
-5,238
-28% -$202K 0.19% 38
2024
Q2 		$710K Sell
18,537
-45
-0.2% -$1.7K 0.29% 34
2024
Q1 		$697K Buy
18,582
+4,054
+28% +$149K 0.32% 27
2023
Q4 		$521K Sell
14,528
-3,463
-19% -$121K 0.47% 19
2023
Q3 		$611K Buy
17,991
+177
+1% +$5.97K 0.35% 25
2023
Q2 		$596K Sell
17,814
-1,359
-7% -$44K 0.34% 28
2023
Q1 		$608K Buy
+19,173
New +$594K 0.37% 26
2022
Q4 		– Sell
-9,917
Closed -$284K – 56
2022
Q3 		$284K Buy
9,917
+867
+10% +$25.1K 0.2% 44
2022
Q2 		$254K Buy
+9,050
New +$262K 0.17% 47

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cypress Financial Planning's POCT Position: Q1 2026 in Review

Cypress Financial Planning sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 7,672 shares — an estimated $338K sold.

Cypress Financial Planning first reported a position in POCT in Q2 2022 and held it in 14 quarters. The position peaked at $710K in Q2 2024. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Cypress Financial Planning reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 7,672 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $338K.
  • Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2022 and held it in 14 quarters.
  • Cypress Financial Planning's Innovator US Equity Power Buffer ETF October position peaked at $710K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.