O'Connor Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

O'Connor Financial Group’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 Q3	–	Sell	-35,955	Closed	-$1.5M	–	61
2025 Q2	$1.5M	Buy	35,955 +48	+0.1%	+$1.89K	0.66%	24
2025 Q1	$1.39M	Buy	35,907 +34	+0.1%	+$1.35K	0.73%	22
2024 Q4	$1.42M	Buy	+35,873	New	+$1.41M	0.74%	22

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

O'Connor Financial Group's POCT Position: Q3 2025 in Review

O'Connor Financial Group sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2025, closing a stake of 35,955 shares — an estimated $1.5M sold.

O'Connor Financial Group first reported a position in POCT in Q4 2024 and held it in 3 quarters. The position peaked at $1.5M in Q2 2025. 203 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

O'Connor Financial Group reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
O'Connor Financial Group sold 35,955 Innovator US Equity Power Buffer ETF October shares in Q3 2025, an estimated $1.5M.
O'Connor Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 3 quarters.
O'Connor Financial Group's Innovator US Equity Power Buffer ETF October position peaked at $1.5M in Q2 2025.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on O'Connor Financial Group's 13F filing for Q3 2025, filed 27 Oct 2025.