Cypress Wealth Services’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Cypress Wealth Services’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	$256K	Hold	5,525	–	–	0.03%	369
2026 Q1	$238K	Buy	+5,525	New	+$243K	0.03%	346
2023 Q2	–	Sell	-13,046	Closed	-$413K	–	263
2023 Q1	$413K	Hold	13,046	–	–	0.12%	146
2022 Q4	$392K	Buy	13,046 +4,323	+50%	+$129K	0.13%	149
2022 Q3	$251K	Buy	+8,723	New	+$252K	0.09%	189

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

Cypress Wealth Services's POCT Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 5,525 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #369.

Cypress Wealth Services first reported a position in POCT in Q3 2022 and has held it in 5 quarters since. The position peaked at $413K in Q1 2023. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Cypress Wealth Services held 5,525 shares of Innovator US Equity Power Buffer ETF October worth $256K as of Q2 2026.
Cypress Wealth Services left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #369 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 5 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF October position peaked at $413K in Q1 2023.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.