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

Forvis Mazars 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	$6.99M	Sell	150,515 -12,144	-7%	-$553K	0.12%	79
2026 Q1	$7.01M	Sell	162,659 -20,738	-11%	-$910K	0.13%	78
2025 Q4	$8.05M	Sell	183,397 -14,051	-7%	-$610K	0.15%	72
2025 Q3	$8.51M	Sell	197,448 -30,330	-13%	-$1.28M	0.17%	66
2025 Q2	$9.41M	Sell	227,778 -12,590	-5%	-$496K	0.2%	58
2025 Q1	$9.34M	Sell	240,368 -25,543	-10%	-$1.01M	0.22%	56
2024 Q4	$10.5M	Sell	265,911 -21,541	-7%	-$849K	0.24%	53
2024 Q3	$11.2M	Sell	287,452 -22,801	-7%	-$880K	0.26%	49
2024 Q2	$11.9M	Sell	310,253 -25,378	-8%	-$958K	0.3%	47
2024 Q1	$12.6M	Sell	335,631 -3,430	-1%	-$126K	0.32%	49
2023 Q4	$12.2M	Sell	339,061 -22,744	-6%	-$792K	0.34%	44
2023 Q3	$12.3M	Buy	361,805 +19,372	+6%	+$654K	0.37%	44
2023 Q2	$11.5M	Sell	342,433 -7,645	-2%	-$247K	0.34%	52
2023 Q1	$11.1M	Sell	350,078 -4,322	-1%	-$134K	0.36%	49
2022 Q4	$10.7M	Buy	354,400 +4,214	+1%	+$125K	0.37%	51
2022 Q3	$10M	Buy	350,186 +166,948	+91%	+$4.83M	0.4%	43
2022 Q2	$5.14M	Buy	+183,238	New	+$5.31M	0.21%	69

Other funds holding POCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Forvis Mazars Wealth Advisors's POCT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 7.5% in Q2 2026, selling an estimated $553K and leaving 150,515 shares worth $6.99M. The position accounts for 0.12% of the portfolio, ranked #79.

Forvis Mazars Wealth Advisors first reported a position in POCT in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.6M in Q1 2024. 166 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Forvis Mazars Wealth Advisors held 150,515 shares of Innovator US Equity Power Buffer ETF October worth $6.99M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 12,144 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $553K.
Innovator US Equity Power Buffer ETF October made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $12.6M in Q1 2024.
166 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.