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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
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 $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foundations Investment Advisors's POCT Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.6% in Q1 2026, buying an estimated $18.8K and bringing the position to 27,239 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #486.

Foundations Investment Advisors first reported a position in POCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Foundations Investment Advisors held 27,239 shares of Innovator US Equity Power Buffer ETF October worth $1.17M as of Q1 2026.
  • Foundations Investment Advisors bought 429 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $18.8K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #486 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Power Buffer ETF October position peaked at $1.18M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.