Savvy Advisors Inc’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Savvy Advisors Inc’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	$228K	Sell	4,915 -501	-9%	-$22.8K	﹤0.01%	1121
2026 Q1	$233K	Sell	5,416 -1,402	-21%	-$61.5K	0.01%	985
2025 Q4	$299K	Sell	6,818 -2,767	-29%	-$120K	0.01%	769
2025 Q3	$413K	Sell	9,585 -895	-9%	-$37.8K	0.02%	497
2025 Q2	$433K	Hold	10,480	–	–	0.03%	386
2025 Q1	$407K	Buy	+10,480	New	+$416K	0.04%	323

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Savvy Advisors Inc's POCT Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 9.3% in Q2 2026, selling an estimated $22.8K and leaving 4,915 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Savvy Advisors Inc first reported a position in POCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $433K in Q2 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Savvy Advisors Inc held 4,915 shares of Innovator US Equity Power Buffer ETF October worth $228K as of Q2 2026.
Savvy Advisors Inc sold 501 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $22.8K.
Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1121 holding.
Savvy Advisors Inc first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2025 and has held it in 6 quarters since.
Savvy Advisors Inc's Innovator US Equity Power Buffer ETF October position peaked at $433K in Q2 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.