LPL Financial
POCT icon

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

LPL 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
2026
Q2 		$17.3M Sell
371,721
-2,485
-0.7% -$113K ﹤0.01% 1694
2026
Q1 		$16.1M Sell
374,206
-9,833
-3% -$432K ﹤0.01% 1627
2025
Q4 		$16.9M Buy
384,039
+33,319
+10% +$1.45M ﹤0.01% 1519
2025
Q3 		$15.1M Buy
350,720
+24,397
+7% +$1.03M ﹤0.01% 1555
2025
Q2 		$13.5M Buy
326,323
+23,850
+8% +$940K ﹤0.01% 1512
2025
Q1 		$11.8M Buy
302,473
+101,825
+51% +$4.04M ﹤0.01% 1498
2024
Q4 		$7.94M Buy
200,648
+1,952
+1% +$77K ﹤0.01% 1713
2024
Q3 		$7.74M Sell
198,696
-18,516
-9% -$715K ﹤0.01% 1661
2024
Q2 		$8.32M Sell
217,212
-2,058
-0.9% -$77.7K ﹤0.01% 1492
2024
Q1 		$8.22M Buy
219,270
+46,182
+27% +$1.7M ﹤0.01% 1452
2023
Q4 		$6.25M Buy
173,088
+76,050
+78% +$2.65M ﹤0.01% 1546
2023
Q3 		$3.3M Buy
97,038
+48,845
+101% +$1.65M ﹤0.01% 1880
2023
Q2 		$1.61M Buy
48,193
+204
+0.4% +$6.6K ﹤0.01% 2440
2023
Q1 		$1.52M Hold
47,989
– – ﹤0.01% 2387
2022
Q4 		$1.44M Buy
47,989
+38,420
+402% +$1.14M ﹤0.01% 2345
2022
Q3 		$274K Hold
9,569
– – ﹤0.01% 3683
2022
Q2 		$269K Buy
9,569
+680
+8% +$19.7K ﹤0.01% 3720
2022
Q1 		$269K Buy
8,889
+266
+3% +$7.94K ﹤0.01% 3648
2021
Q4 		$263K Hold
8,623
– – ﹤0.01% 3776
2021
Q3 		$253K Hold
8,623
– – ﹤0.01% 3780
2021
Q2 		$251K Sell
8,623
-1,604
-16% -$46.3K ﹤0.01% 3733
2021
Q1 		$291K Sell
10,227
-5,300
-34% -$149K ﹤0.01% 3486
2020
Q4 		$432K Buy
15,527
+1,604
+12% +$43.6K ﹤0.01% 2887
2020
Q3 		$368K Sell
13,923
-1,000
-7% -$25.9K ﹤0.01% 2744
2020
Q2 		$376K Sell
14,923
-1,800
-11% -$43.8K ﹤0.01% 2654
2020
Q1 		$378K Buy
+16,723
New +$409K ﹤0.01% 2304

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

LPL Financial's POCT Position: Q2 2026 in Review

LPL Financial reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.66% in Q2 2026, selling an estimated $113K and leaving 371,721 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

LPL Financial first reported a position in POCT in Q1 2020 and has held it in 26 quarters since. 156 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • LPL Financial held 371,721 shares of Innovator US Equity Power Buffer ETF October worth $17.3M as of Q2 2026.
  • LPL Financial sold 2,485 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $113K.
  • Innovator US Equity Power Buffer ETF October made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1694 holding.
  • LPL Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2020 and has held it in 26 quarters since.
  • 156 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.