EP Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

EP Wealth 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 Q2	$143K	Buy	+3,082	New	+$140K	﹤0.01%	1601

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

EP Wealth Advisors's POCT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026: 3,082 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #1601 among its holdings.

251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

EP Wealth Advisors held 3,082 shares of Innovator US Equity Power Buffer ETF October worth $143K as of Q2 2026.
Innovator US Equity Power Buffer ETF October was a new EP Wealth Advisors position in Q2 2026.
Innovator US Equity Power Buffer ETF October made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1601 holding.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.