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

Rockefeller Capital 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
2026 Q1	$8.23M	Buy	190,888 +104,228	+120%	+$4.57M	0.01%	744
2025 Q4	$3.81M	Buy	86,660 +86,105	+15,514%	+$3.74M	0.01%	974
2025 Q3	$23.9K	Buy	+555	New	+$23.5K	﹤0.01%	3273
2023 Q1	–	Sell	-1,000	Closed	-$30K	–	3390
2022 Q4	$30K	Hold	1,000	–	–	﹤0.01%	2635
2022 Q3	$28K	Buy	+1,000	New	+$28.9K	﹤0.01%	2623

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 $71.6B AUM 21.08% 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

Rockefeller Capital Management's POCT Position: Q1 2026 in Review

Rockefeller Capital Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 120% in Q1 2026, buying an estimated $4.57M and bringing the position to 190,888 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #744.

Rockefeller Capital Management first reported a position in POCT in Q3 2022 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Rockefeller Capital Management held 190,888 shares of Innovator US Equity Power Buffer ETF October worth $8.23M as of Q1 2026.
Rockefeller Capital Management bought 104,228 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $4.57M.
Innovator US Equity Power Buffer ETF October made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #744 holding.
Rockefeller Capital Management first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.