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Envision Financial Transparency’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Envision Financial Transparency’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 		$570K Buy
+13,220
New +$580K 0.55% 28

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envision Financial Transparency's POCT Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026: 13,220 shares worth $570K. The stake represents 0.55% of the portfolio and ranks #28 among its holdings.

254 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Envision Financial Transparency held 13,220 shares of Innovator US Equity Power Buffer ETF October worth $570K as of Q1 2026.
  • Innovator US Equity Power Buffer ETF October was a new Envision Financial Transparency position in Q1 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.55% of Envision Financial Transparency's portfolio in Q1 2026, its #28 holding.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.