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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Savvy Advisors Inc's POCT Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 21% in Q1 2026, selling an estimated $61.5K and leaving 5,416 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #985.

Savvy Advisors Inc first reported a position in POCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $433K in Q2 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Savvy Advisors Inc held 5,416 shares of Innovator US Equity Power Buffer ETF October worth $233K as of Q1 2026.
  • Savvy Advisors Inc sold 1,402 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $61.5K.
  • Innovator US Equity Power Buffer ETF October made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #985 holding.
  • Savvy Advisors Inc first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Innovator US Equity Power Buffer ETF October position peaked at $433K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.