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Journey Retirement Planning & Investment Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$403K Buy
8,681
+1,124
+15% +$51.2K 0.31% 100
2026
Q1 		$326K Sell
7,557
-21,351
-74% -$937K 0.29% 100
2025
Q4 		$1.27M Buy
+28,908
New +$1.25M 0.26% 95

Other funds holding POCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Journey Retirement Planning & Investment Management's POCT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 15% in Q2 2026, buying an estimated $51.2K and bringing the position to 8,681 shares worth $403K. The position accounts for 0.31% of the portfolio, ranked #100.

Journey Retirement Planning & Investment Management first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 156 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 8,681 shares of Innovator US Equity Power Buffer ETF October worth $403K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,124 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $51.2K.
  • Innovator US Equity Power Buffer ETF October made up 0.31% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #100 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Power Buffer ETF October position peaked at $1.27M in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.