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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
Q1 		– Sell
-4,625
Closed -$203K – 141
2025
Q4 		$203K Buy
+4,625
New +$201K 0.15% 135

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BCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Michels Family Financial's POCT Position: Q1 2026 in Review

Michels Family Financial sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 4,625 shares — an estimated $203K sold.

Michels Family Financial first reported a position in POCT in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Michels Family Financial reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Michels Family Financial sold 4,625 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $203K.
  • Michels Family Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • Michels Family Financial's Innovator US Equity Power Buffer ETF October position peaked at $203K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.