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

Michels Family 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 		$215K Buy
+4,625
New +$211K 0.14% 143
2026
Q1 		– Sell
-4,625
Closed -$203K – 141
2025
Q4 		$203K Buy
+4,625
New +$201K 0.15% 135

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Michels Family Financial's POCT Position: Q2 2026 in Review

Michels Family Financial opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026: 4,625 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings. This is a return to the name: Michels Family Financial previously reported a position in POCT as recently as Q4 2025.

Michels Family Financial first reported a position in POCT in Q4 2025 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Michels Family Financial held 4,625 shares of Innovator US Equity Power Buffer ETF October worth $215K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF October was a new Michels Family Financial position in Q2 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.14% of Michels Family Financial's portfolio in Q2 2026, its #143 holding.
  • Michels Family Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.