Mutual Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Mutual Advisors’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	$718K	Sell	16,645 -489	-3%	-$21.5K	0.02%	714
2025 Q4	$753K	Buy	17,134 +4,062	+31%	+$176K	0.02%	693
2025 Q3	$566K	Buy	13,072 +5,072	+63%	+$214K	0.01%	803
2025 Q2	$336K	Sell	8,000 -1,369	-15%	-$54K	0.01%	946
2025 Q1	$362K	Sell	9,369 -260	-3%	-$10.3K	0.01%	840
2024 Q4	$383K	Sell	9,629 -254	-3%	-$10K	0.01%	800
2024 Q3	$387K	Sell	9,883 -311	-3%	-$12K	0.01%	799
2024 Q2	$392K	Sell	10,194 -933	-8%	-$35.2K	0.01%	796
2024 Q1	$417K	Hold	11,127	–	–	0.01%	756
2023 Q4	$402K	Sell	11,127 -784	-7%	-$27.3K	0.01%	715
2023 Q3	$404K	Buy	11,911 +730	+7%	+$24.6K	0.02%	682
2023 Q2	$374K	Sell	11,181 -842	-7%	-$27.2K	0.01%	730
2023 Q1	$380K	Sell	12,023 -747	-6%	-$23.2K	0.02%	699
2022 Q4	$384K	Sell	12,770 -653	-5%	-$19.4K	0.02%	666
2022 Q3	$384K	Hold	13,423	–	–	0.02%	641
2022 Q2	$377K	Buy	13,423 +2,651	+25%	+$76.8K	0.03%	614
2022 Q1	$326K	Hold	10,772	–	–	0.02%	691
2021 Q4	$328K	Buy	10,772 +1,086	+11%	+$32.6K	0.02%	708
2021 Q3	$284K	Buy	+9,686	New	+$283K	0.02%	730

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mutual Advisors's POCT Position: Q1 2026 in Review

Mutual Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 2.9% in Q1 2026, selling an estimated $21.5K and leaving 16,645 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #714.

Mutual Advisors first reported a position in POCT in Q3 2021 and has held it in 19 quarters since. The position peaked at $753K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Mutual Advisors held 16,645 shares of Innovator US Equity Power Buffer ETF October worth $718K as of Q1 2026.
Mutual Advisors sold 489 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $21.5K.
Innovator US Equity Power Buffer ETF October made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #714 holding.
Mutual Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2021 and has held it in 19 quarters since.
Mutual Advisors's Innovator US Equity Power Buffer ETF October position peaked at $753K in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.