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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
Q3 		$485K Sell
10,116
-122
-1% -$5.75K 0.04% 171
2026
Q2 		$475K Sell
10,238
-365
-3% -$16.6K 0.04% 186
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Galvin Gaustad & Stein's POCT Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.2% in Q3 2026, selling an estimated $5.75K and leaving 10,116 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #171.

Galvin Gaustad & Stein first reported a position in POCT in Q4 2025 and has held it in 4 quarters since. The position peaked at $545K in Q4 2025. 11 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

  • Galvin Gaustad & Stein held 10,116 shares of Innovator US Equity Power Buffer ETF October worth $485K as of Q3 2026.
  • Galvin Gaustad & Stein sold 122 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $5.75K.
  • Innovator US Equity Power Buffer ETF October made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #171 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's Innovator US Equity Power Buffer ETF October position peaked at $545K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.