PlanVest Financial
POCT icon

PlanVest Financial’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

PlanVest Financial’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
Q3 		$315K Hold
6,583
– – 0.2% 81
2026
Q2 		$306K Hold
6,583
– – 0.2% 78
2026
Q1 		$284K Buy
+6,583
New +$289K 0.22% 79

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Kestra Advisory Services
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LPL Financial
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Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Commonwealth Equity Services
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Janney Montgomery Scott
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PlanVest Financial's POCT Position: Q3 2026 in Review

PlanVest Financial held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q3 2026 at 6,583 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #81.

PlanVest Financial first reported a position in POCT in Q1 2026 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

  • PlanVest Financial held 6,583 shares of Innovator US Equity Power Buffer ETF October worth $315K as of Q3 2026.
  • PlanVest Financial left its Innovator US Equity Power Buffer ETF October share count unchanged in Q3 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.2% of PlanVest Financial's portfolio in Q3 2026, its #81 holding.
  • PlanVest Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2026 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.