Independent Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Independent Financial Group’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 Q2	$1.25M	Hold	27,025	–	–	0.02%	603
2026 Q1	$1.17M	Hold	27,025	–	–	0.03%	577
2025 Q4	$1.19M	Buy	27,025 +7,771	+40%	+$337K	0.03%	560
2025 Q3	$830K	Buy	19,254 +1,000	+5%	+$42.3K	0.02%	662
2025 Q2	$754K	Hold	18,254	–	–	0.02%	634
2025 Q1	$709K	Sell	18,254 -1,000	-5%	-$39.7K	0.02%	583
2024 Q4	$762K	Buy	19,254 +3,500	+22%	+$138K	0.03%	558
2024 Q3	$614K	Buy	15,754 +265	+2%	+$10.2K	0.02%	586
2024 Q2	$593K	Hold	15,489	–	–	0.02%	550
2024 Q1	$581K	Buy	15,489 +894	+6%	+$32.9K	0.03%	537
2023 Q4	$527K	Buy	14,595 +1,500	+11%	+$52.3K	0.03%	540
2023 Q3	$445K	Hold	13,095	–	–	0.03%	533
2023 Q2	$438K	Hold	13,095	–	–	0.03%	510
2023 Q1	$414K	Hold	13,095	–	–	0.03%	503
2022 Q4	$394K	Hold	13,095	–	–	0.03%	492
2022 Q3	$375K	Buy	+13,095	New	+$379K	0.03%	476

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's POCT Position: Q2 2026 in Review

Independent Financial Group held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 27,025 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #603.

Independent Financial Group first reported a position in POCT in Q3 2022 and has held it in 16 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Independent Financial Group held 27,025 shares of Innovator US Equity Power Buffer ETF October worth $1.25M as of Q2 2026.
Independent Financial Group left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #603 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 16 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.