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Garton & Associates Financial Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,624
Closed -$71.3K – 547
2025
Q4 		$71.3K Buy
+1,624
New +$70.5K 0.04% 306

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Commonwealth Equity Services
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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garton & Associates Financial Advisors's POCT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 1,624 shares — an estimated $71.3K sold.

Garton & Associates Financial Advisors first reported a position in POCT in Q4 2025 and held it in 1 quarter. The position peaked at $71.3K in Q4 2025. 254 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,624 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $71.3K.
  • Garton & Associates Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Innovator US Equity Power Buffer ETF October position peaked at $71.3K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.