Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-310,793	Closed	-$13.4M	–	1095
2025 Q3	$13.4M	Buy	310,793 +117,539	+61%	+$4.97M	0.05%	275
2025 Q2	$7.98M	Sell	193,254 -6,597	-3%	-$260K	0.03%	355
2025 Q1	$7.76M	Sell	199,851 -1,371	-0.7%	-$54.4K	0.04%	316
2024 Q4	$7.96M	Buy	201,222 +23,859	+13%	+$941K	0.04%	316
2024 Q3	$6.91K	Buy	177,363 +20,351	+13%	+$785K	﹤0.01%	1032
2024 Q2	$6.01M	Buy	+157,012	New	+$5.93M	0.05%	259

Other funds holding POCT

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

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

PCM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Kovitz Investment Group Partners's POCT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2025, closing a stake of 310,793 shares — an estimated $13.4M sold.

Kovitz Investment Group Partners first reported a position in POCT in Q2 2024 and held it in 6 quarters. The position peaked at $13.4M in Q3 2025. 251 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 310,793 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $13.4M.
Kovitz Investment Group Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's Innovator US Equity Power Buffer ETF October position peaked at $13.4M in Q3 2025.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.