Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Retirement Planning Group (Kansas)’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	$388K	Hold	9,010	–	–	0.01%	351
2025 Q4	$396K	Hold	9,010	–	–	0.01%	300
2025 Q3	$388K	Sell	9,010 -315	-3%	-$13.3K	0.01%	294
2025 Q2	$385K	Hold	9,325	–	–	0.02%	231
2025 Q1	$362K	Hold	9,325	–	–	0.02%	228
2024 Q4	$369K	Sell	9,325 -1,999	-18%	-$78.8K	0.02%	209
2024 Q3	$441K	Hold	11,324	–	–	0.02%	187
2024 Q2	$434K	Sell	11,324 -431	-4%	-$16.3K	0.03%	162
2024 Q1	$441K	Sell	11,755 -56	-0.5%	-$2.06K	0.03%	149
2023 Q4	$427K	Hold	11,811	–	–	0.04%	122
2023 Q3	$401K	Sell	11,811 -23,230	-66%	-$784K	0.04%	110
2023 Q2	$1.17M	Sell	35,041 -558	-2%	-$18.1K	0.12%	59
2023 Q1	$1.13M	Hold	35,599	–	–	0.12%	55
2022 Q4	$1.07M	Buy	35,599 +23,566	+196%	+$701K	0.12%	59
2022 Q3	$345K	Buy	+12,033	New	+$348K	0.04%	101
2022 Q2	–	Sell	-7,240	Closed	-$219K	–	127
2022 Q1	$219K	Buy	+7,240	New	+$216K	0.02%	101

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Retirement Planning Group (Kansas)'s POCT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 9,010 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #351.

Retirement Planning Group (Kansas) first reported a position in POCT in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2023. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Retirement Planning Group (Kansas) held 9,010 shares of Innovator US Equity Power Buffer ETF October worth $388K as of Q1 2026.
Retirement Planning Group (Kansas) left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF October made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #351 holding.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2022 and has held it in 16 quarters since.
Retirement Planning Group (Kansas)'s Innovator US Equity Power Buffer ETF October position peaked at $1.17M in Q2 2023.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.