Focus Partners Wealth’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Focus Partners Wealth’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	$17.9M	Sell	416,304 -7,735	-2%	-$340K	0.02%	526
2025 Q4	$18.6M	Buy	424,039 +285,754	+207%	+$12.4M	0.02%	506
2025 Q3	$5.96M	Sell	138,285 -8,433	-6%	-$356K	0.01%	703
2025 Q2	$6.06M	Sell	146,718 -2,962	-2%	-$117K	0.01%	621
2025 Q1	$5.82M	Sell	149,680 -170,674	-53%	-$6.78M	0.01%	588
2024 Q4	$12.7M	Buy	320,354 +180,559	+129%	+$7.12M	0.03%	409
2024 Q3	$5.45M	Buy	139,795 +2,000	+1%	+$77.2K	0.02%	540
2024 Q2	$5.28M	Buy	+137,795	New	+$5.2M	0.02%	491

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth's POCT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.8% in Q1 2026, selling an estimated $340K and leaving 416,304 shares worth $17.9M. The position accounts for 0.02% of the portfolio, ranked #526.

Focus Partners Wealth first reported a position in POCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.6M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Focus Partners Wealth held 416,304 shares of Innovator US Equity Power Buffer ETF October worth $17.9M as of Q1 2026.
Focus Partners Wealth sold 7,735 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $340K.
Innovator US Equity Power Buffer ETF October made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #526 holding.
Focus Partners Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Innovator US Equity Power Buffer ETF October position peaked at $18.6M in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.