O'Shaughnessy Asset Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

O'Shaughnessy Asset Management’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	-357	Closed	-$14.7K	–	2636
2025 Q2	$14.7K	Hold	357	–	–	﹤0.01%	2151
2025 Q1	$13.9K	Hold	357	–	–	﹤0.01%	2094
2024 Q4	$14.1K	Hold	357	–	–	﹤0.01%	2040
2024 Q3	$14K	Hold	357	–	–	﹤0.01%	1977
2024 Q2	$13.7K	Buy	+357	New	+$13.5K	﹤0.01%	1826

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 22.9% 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'Shaughnessy Asset Management's POCT Position: Q3 2025 in Review

O'Shaughnessy Asset Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2025, closing a stake of 357 shares — an estimated $14.7K sold.

O'Shaughnessy Asset Management first reported a position in POCT in Q2 2024 and held it in 5 quarters. The position peaked at $14.7K in Q2 2025. 204 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

O'Shaughnessy Asset Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 357 Innovator US Equity Power Buffer ETF October shares in Q3 2025, an estimated $14.7K.
O'Shaughnessy Asset Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and held it in 5 quarters.
O'Shaughnessy Asset Management's Innovator US Equity Power Buffer ETF October position peaked at $14.7K in Q2 2025.
204 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.