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

Helium 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 Q3	$437K	Hold	9,135	–	–	0.38%	61
2026 Q2	$424K	Hold	9,135	–	–	0.35%	64
2026 Q1	$394K	Hold	9,135	–	–	0.37%	59
2025 Q4	$401K	Hold	9,135	–	–	0.41%	53
2025 Q3	$394K	Sell	9,135 -5,909	-39%	-$250K	0.33%	55
2025 Q2	$621K	Hold	15,044	–	–	0.39%	46
2025 Q1	$584K	Sell	15,044 -12,970	-46%	-$515K	0.43%	41
2024 Q4	$1.11M	Buy	+28,014	New	+$1.1M	0.88%	26

Other funds holding POCT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Helium Advisors's POCT Position: Q3 2026 in Review

Helium Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q3 2026 at 9,135 shares worth $437K. The position accounts for 0.38% of the portfolio, ranked #61.

Helium Advisors first reported a position in POCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 106 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

Helium Advisors held 9,135 shares of Innovator US Equity Power Buffer ETF October worth $437K as of Q3 2026.
Helium Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF October made up 0.38% of Helium Advisors's portfolio in Q3 2026, its #61 holding.
Helium Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Innovator US Equity Power Buffer ETF October position peaked at $1.11M in Q4 2024.
106 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.