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

Lantz Financial’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
Q1 		– Sell
-5,249
Closed -$208K – 235
2024
Q4 		$208K Buy
+5,249
New +$207K 0.06% 217

Other funds holding POCT

AllianceBernstein
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Lantz Financial's POCT Position: Q1 2025 in Review

Lantz Financial sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2025, closing a stake of 5,249 shares — an estimated $208K sold.

Lantz Financial first reported a position in POCT in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 220 funds tracked by Wall St. Rank hold POCT as of Q1 2025.

  • Lantz Financial reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Lantz Financial sold 5,249 Innovator US Equity Power Buffer ETF October shares in Q1 2025, an estimated $208K.
  • Lantz Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • Lantz Financial's Innovator US Equity Power Buffer ETF October position peaked at $208K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2025.

Based on Lantz Financial's 13F filing for Q1 2025, filed 8 Apr 2025.