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 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Helium Advisors's POCT Position: Q1 2026 in Review

Helium Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 9,135 shares worth $394K. The position accounts for 0.37% of the portfolio, ranked #59.

Helium Advisors first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2024. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Helium Advisors held 9,135 shares of Innovator US Equity Power Buffer ETF October worth $394K as of Q1 2026.
Helium Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF October made up 0.37% of Helium Advisors's portfolio in Q1 2026, its #59 holding.
Helium Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's Innovator US Equity Power Buffer ETF October position peaked at $1.11M in Q4 2024.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.