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Sequent Planning’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sequent Planning’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 		$287K Buy
6,187
+71
+1% +$3.23K 0.06% 226
2026
Q1 		$264K Sell
6,116
-24
-0.4% -$1.05K 0.06% 202
2025
Q4 		$270K Sell
6,140
-1,047
-15% -$45.5K 0.07% 181
2025
Q3 		$310K Buy
+7,187
New +$304K 0.09% 161

Other funds holding POCT

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequent Planning's POCT Position: Q2 2026 in Review

Sequent Planning increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.2% in Q2 2026, buying an estimated $3.23K and bringing the position to 6,187 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #226.

Sequent Planning first reported a position in POCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q3 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Sequent Planning held 6,187 shares of Innovator US Equity Power Buffer ETF October worth $287K as of Q2 2026.
  • Sequent Planning bought 71 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $3.23K.
  • Innovator US Equity Power Buffer ETF October made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #226 holding.
  • Sequent Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's Innovator US Equity Power Buffer ETF October position peaked at $310K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.