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Optima Capital’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Optima Capital’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
-1,967
Closed -$86.4K – 988
2025
Q4 		$86.4K Buy
+1,967
New +$85.4K 0.04% 241
2025
Q2 		– Sell
-10,036
Closed -$390K – 161
2025
Q1 		$390K Buy
10,036
+196
+2% +$7.78K 0.25% 93
2024
Q4 		$389K Buy
+9,840
New +$388K 0.27% 104

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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

Optima Capital's POCT Position: Q1 2026 in Review

Optima Capital sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 1,967 shares — an estimated $86.4K sold.

Optima Capital first reported a position in POCT in Q4 2024 and held it in 3 quarters. The position peaked at $390K in Q1 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Optima Capital reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,967 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $86.4K.
  • Optima Capital first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 3 quarters.
  • Optima Capital's Innovator US Equity Power Buffer ETF October position peaked at $390K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.