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Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.57M Sell
33,870
-33,994
-50% -$1.55M 0.16% 156
2026
Q1 		$2.93M Buy
67,864
+33,342
+97% +$1.46M 0.16% 156
2025
Q4 		$1.52M Buy
34,522
+2,150
+7% +$93.3K 0.18% 146
2025
Q3 		$1.4M Sell
32,372
-55
-0.2% -$2.32K 0.18% 151
2025
Q2 		$1.34M Sell
32,427
-234
-0.7% -$9.22K 0.15% 164
2025
Q1 		$1.27M Sell
32,661
-198
-0.6% -$7.86K 0.17% 149
2024
Q4 		$1.3M Buy
32,859
+3,413
+12% +$135K 0.17% 133
2024
Q3 		$1.15M Buy
29,446
+118
+0.4% +$4.55K 0.15% 157
2024
Q2 		$1.12M Sell
29,328
-579
-2% -$21.9K 0.17% 143
2024
Q1 		$1.12M Sell
29,907
-290
-1% -$10.7K 0.18% 132
2023
Q4 		$1.09M Buy
30,197
+8,115
+37% +$283K 0.21% 120
2023
Q3 		$750K Buy
22,082
+1,826
+9% +$61.6K 0.16% 167
2023
Q2 		$678K Hold
20,256
– – 0.13% 187
2023
Q1 		$641K Sell
20,256
-567
-3% -$17.6K 0.13% 179
2022
Q4 		$626K Buy
20,823
+8,261
+66% +$246K 0.08% 171
2022
Q3 		$360K Sell
12,562
-685
-5% -$19.8K 0.09% 257
2022
Q2 		$372K Sell
13,247
-600
-4% -$17.4K 0.08% 258
2022
Q1 		$419K Hold
13,847
– – 0.07% 260
2021
Q4 		$422K Buy
13,847
+5,720
+70% +$172K 0.07% 275
2021
Q3 		$238K Buy
8,127
+600
+8% +$17.5K 0.04% 410
2021
Q2 		$219K Hold
7,527
– – 0.04% 412
2021
Q1 		$215K Hold
7,527
– – 0.05% 367
2020
Q4 		$209K Buy
+7,527
New +$204K 0.05% 343

Other funds holding POCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's POCT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 50% in Q2 2026, selling an estimated $1.55M and leaving 33,870 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #156.

Patriot Financial Group Insurance Agency first reported a position in POCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.93M in Q1 2026. 156 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 33,870 shares of Innovator US Equity Power Buffer ETF October worth $1.57M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 33,994 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $1.55M.
  • Innovator US Equity Power Buffer ETF October made up 0.16% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #156 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's Innovator US Equity Power Buffer ETF October position peaked at $2.93M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.