DFP
POCT icon

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

Defined 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
2025
Q2 		– Sell
-8,161
Closed -$318K – 82
2025
Q1 		$318K Buy
8,161
+1,169
+17% +$46.4K 0.32% 49
2024
Q4 		$277K Buy
+6,992
New +$276K 0.3% 52

Other funds holding POCT

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Defined Financial Planning's POCT Position: Q2 2025 in Review

Defined Financial Planning sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2025, closing a stake of 8,161 shares — an estimated $318K sold.

Defined Financial Planning first reported a position in POCT in Q4 2024 and held it in 2 quarters. The position peaked at $318K in Q1 2025. 215 funds tracked by Wall St. Rank hold POCT as of Q2 2025.

  • Defined Financial Planning reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 8,161 Innovator US Equity Power Buffer ETF October shares in Q2 2025, an estimated $318K.
  • Defined Financial Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Innovator US Equity Power Buffer ETF October position peaked at $318K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.