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

EverSource 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	$120K	Hold	2,592	–	–	﹤0.01%	1298
2026 Q1	$112K	Hold	2,592	–	–	﹤0.01%	1366
2025 Q4	$114K	Hold	2,592	–	–	﹤0.01%	1247
2025 Q3	$112K	Hold	2,592	–	–	﹤0.01%	1222
2025 Q2	$107K	Hold	2,592	–	–	﹤0.01%	1160
2025 Q1	$101K	Hold	2,592	–	–	0.01%	909
2024 Q4	$103K	Buy	2,592 +300	+13%	+$11.8K	0.01%	891
2024 Q3	$89.3K	Hold	2,292	–	–	0.01%	836
2024 Q2	$88.3K	Hold	2,292	–	–	0.01%	849
2024 Q1	$85.6K	Hold	2,292	–	–	0.01%	767
2023 Q4	$82.8K	Hold	2,292	–	–	0.01%	711
2023 Q3	$77.8K	Hold	2,292	–	–	0.01%	656
2023 Q2	$76.7K	Hold	2,292	–	–	0.01%	672
2023 Q1	$72.5K	Hold	2,292	–	–	0.01%	652
2022 Q4	$68.9K	Hold	2,292	–	–	0.01%	632
2022 Q3	$66K	Hold	2,292	–	–	0.02%	560
2022 Q2	$64K	Hold	2,292	–	–	0.02%	534
2022 Q1	$69K	Hold	2,292	–	–	0.02%	411
2021 Q4	$70K	Buy	+2,292	New	+$68.9K	0.02%	364

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

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

EverSource Wealth Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 2,592 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

EverSource Wealth Advisors first reported a position in POCT in Q4 2021 and has held it in 19 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

EverSource Wealth Advisors held 2,592 shares of Innovator US Equity Power Buffer ETF October worth $120K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1298 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 19 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.