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Galvin Gaustad & Stein’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Galvin Gaustad & Stein’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 		$457K Sell
10,603
-1,812
-15% -$79.5K 0.04% 178
2025
Q4 		$545K Buy
+12,415
New +$539K 0.04% 160

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

Galvin Gaustad & Stein's POCT Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 15% in Q1 2026, selling an estimated $79.5K and leaving 10,603 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #178.

Galvin Gaustad & Stein first reported a position in POCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $545K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Galvin Gaustad & Stein held 10,603 shares of Innovator US Equity Power Buffer ETF October worth $457K as of Q1 2026.
  • Galvin Gaustad & Stein sold 1,812 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $79.5K.
  • Innovator US Equity Power Buffer ETF October made up 0.04% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #178 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's Innovator US Equity Power Buffer ETF October position peaked at $545K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.