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

DHJJ Financial 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 Q1	$315K	Sell	7,296 -249	-3%	-$10.9K	0.1%	147
2025 Q4	$331K	Buy	7,545 +6,800	+913%	+$295K	0.11%	140
2025 Q3	$32.1K	Hold	745	–	–	0.01%	426
2025 Q2	$30.8K	Hold	745	–	–	0.01%	415
2025 Q1	$28.9K	Hold	745	–	–	0.01%	392
2024 Q4	$29.5K	Hold	745	–	–	0.01%	374
2024 Q3	$29K	Sell	745 -755	-50%	-$29.1K	0.01%	379
2024 Q2	$57.4K	Hold	1,500	–	–	0.02%	254
2024 Q1	$56.2K	Hold	1,500	–	–	0.02%	253
2023 Q4	$54.2K	Buy	+1,500	New	+$52.3K	0.03%	243
2023 Q3	–	Sell	-17,612	Closed	-$589K	–	804
2023 Q2	$589K	Sell	17,612 -400	-2%	-$12.9K	0.31%	67
2023 Q1	$557K	Sell	18,012 -50	-0.3%	-$1.55K	0.3%	70
2022 Q4	$543K	Buy	18,062 +5,362	+42%	+$160K	0.31%	70
2022 Q3	$364K	Sell	12,700 -285	-2%	-$8.24K	0.21%	89
2022 Q2	$364K	Buy	12,985 +1,275	+11%	+$36.9K	0.2%	92
2022 Q1	$354K	Buy	11,710 +515	+5%	+$15.4K	0.17%	99
2021 Q4	$341K	Buy	11,195 +4,465	+66%	+$134K	0.16%	101
2021 Q3	$224K	Buy	+6,730	New	+$197K	0.12%	115

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DHJJ Financial Advisors's POCT Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 3.3% in Q1 2026, selling an estimated $10.9K and leaving 7,296 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #147.

DHJJ Financial Advisors first reported a position in POCT in Q3 2021 and has held it in 18 quarters since. The position peaked at $589K in Q2 2023. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

DHJJ Financial Advisors held 7,296 shares of Innovator US Equity Power Buffer ETF October worth $315K as of Q1 2026.
DHJJ Financial Advisors sold 249 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $10.9K.
Innovator US Equity Power Buffer ETF October made up 0.1% of DHJJ Financial Advisors's portfolio in Q1 2026, its #147 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2021 and has held it in 18 quarters since.
DHJJ Financial Advisors's Innovator US Equity Power Buffer ETF October position peaked at $589K in Q2 2023.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.