Seros Financial’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Seros Financial’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	$264K	Hold	6,132	–	–	0.17%	48
2025 Q4	$269K	Hold	6,132	–	–	0.16%	52
2025 Q3	$264K	Hold	6,132	–	–	0.16%	50
2025 Q2	$253K	Hold	6,132	–	–	0.16%	49
2025 Q1	$238K	Hold	6,132	–	–	0.18%	48
2024 Q4	$235K	Buy	+6,132	New	+$242K	0.21%	45

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

Seros Financial's POCT Position: Q1 2026 in Review

Seros Financial held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 6,132 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #48.

Seros Financial first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Seros Financial held 6,132 shares of Innovator US Equity Power Buffer ETF October worth $264K as of Q1 2026.
Seros Financial left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF October made up 0.17% of Seros Financial's portfolio in Q1 2026, its #48 holding.
Seros Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Seros Financial's Innovator US Equity Power Buffer ETF October position peaked at $269K in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.