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

Sigma Planning Corp’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	$245K	Sell	5,694 -2,848	-33%	-$125K	0.01%	1131
2025 Q4	$375K	Buy	+8,542	New	+$371K	0.01%	920
2025 Q3	–	Sell	-5,757	Closed	-$238K	–	1363
2025 Q2	$238K	Buy	+5,757	New	+$227K	0.01%	1098
2024 Q2	–	Sell	-43,773	Closed	-$1.64M	–	1249
2024 Q1	$1.64M	Sell	43,773 -7,991	-15%	-$294K	0.05%	360
2023 Q4	$1.87M	Buy	+51,764	New	+$1.8M	0.15%	146
2021 Q3	–	Sell	-7,158	Closed	-$208K	–	1465
2021 Q2	$208K	Sell	7,158 -606	-8%	-$17.5K	0.01%	1279
2021 Q1	$221K	Buy	7,764 +60	+0.8%	+$1.68K	0.01%	1151
2020 Q4	$214K	Buy	+7,704	New	+$209K	0.01%	1068
2020 Q2	–	Sell	-19,340	Closed	-$437K	–	1095
2020 Q1	$437K	Sell	19,340 -8,854	-31%	-$216K	0.03%	527
2019 Q4	$710K	Sell	28,194 -8,521	-23%	-$214K	0.03%	494
2019 Q3	$914K	Buy	+36,715	New	+$920K	0.04%	394

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

Sigma Planning Corp's POCT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 33% in Q1 2026, selling an estimated $125K and leaving 5,694 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1131.

Sigma Planning Corp first reported a position in POCT in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.87M in Q4 2023. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Sigma Planning Corp held 5,694 shares of Innovator US Equity Power Buffer ETF October worth $245K as of Q1 2026.
Sigma Planning Corp sold 2,848 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $125K.
Innovator US Equity Power Buffer ETF October made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1131 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2019 and has held it in 11 quarters since.
Sigma Planning Corp's Innovator US Equity Power Buffer ETF October position peaked at $1.87M in Q4 2023.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.