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

OneDigital Investment 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 Q2	$3.6M	Sell	77,602 -303	-0.4%	-$13.8K	0.03%	371
2026 Q1	$3.36M	Sell	77,905 -5,381	-6%	-$236K	0.03%	353
2025 Q4	$3.66M	Buy	83,286 +22,760	+38%	+$988K	0.04%	329
2025 Q3	$2.61M	Sell	60,526 -6,537	-10%	-$276K	0.03%	378
2025 Q2	$2.77M	Buy	67,063 +31,235	+87%	+$1.23M	0.03%	344
2025 Q1	$1.39M	Buy	35,828 +6,840	+24%	+$272K	0.02%	510
2024 Q4	$1.15M	Buy	28,988 +7,459	+35%	+$294K	0.01%	585
2024 Q3	$839K	Sell	21,529 -896	-4%	-$34.6K	0.01%	722
2024 Q2	$859K	Sell	22,425 -475	-2%	-$17.9K	0.01%	671
2024 Q1	$859K	Hold	22,900	–	–	0.01%	554
2023 Q4	$827K	Buy	22,900 +5,000	+28%	+$174K	0.01%	538
2023 Q3	$608K	Sell	17,900 -78	-0.4%	-$2.63K	0.01%	574
2023 Q2	$602K	Sell	17,978 -10,384	-37%	-$336K	0.01%	573
2023 Q1	$897K	Sell	28,362 -34,856	-55%	-$1.08M	0.02%	418
2022 Q4	$1.9M	Buy	+63,218	New	+$1.88M	0.06%	261
2022 Q2	–	Sell	-6,900	Closed	-$209K	–	773
2022 Q1	$209K	Hold	6,900	–	–	0.01%	697
2021 Q4	$210K	Buy	+6,900	New	+$207K	0.01%	714

Other funds holding POCT

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

PCM

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

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

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

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

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 Boston, Massachusetts $97.6B AUM 29.43% 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

OneDigital Investment Advisors's POCT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.39% in Q2 2026, selling an estimated $13.8K and leaving 77,602 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #371.

OneDigital Investment Advisors first reported a position in POCT in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.66M in Q4 2025. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

OneDigital Investment Advisors held 77,602 shares of Innovator US Equity Power Buffer ETF October worth $3.6M as of Q2 2026.
OneDigital Investment Advisors sold 303 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $13.8K.
Innovator US Equity Power Buffer ETF October made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #371 holding.
OneDigital Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 17 quarters since.
OneDigital Investment Advisors's Innovator US Equity Power Buffer ETF October position peaked at $3.66M in Q4 2025.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.