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Foundations Investment Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Foundations Investment 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 		$826K Sell
17,807
-9,432
-35% -$429K 0.01% 626
2026
Q1 		$1.17M Buy
27,239
+429
+2% +$18.8K 0.01% 486
2025
Q4 		$1.18M Buy
26,810
+10,524
+65% +$457K 0.02% 467
2025
Q3 		$702K Buy
+16,286
New +$688K 0.01% 563

Other funds holding POCT

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors's POCT Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 35% in Q2 2026, selling an estimated $429K and leaving 17,807 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #626.

Foundations Investment Advisors first reported a position in POCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2025. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Foundations Investment Advisors held 17,807 shares of Innovator US Equity Power Buffer ETF October worth $826K as of Q2 2026.
  • Foundations Investment Advisors sold 9,432 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $429K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #626 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Power Buffer ETF October position peaked at $1.18M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.