Soltis Investment Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Soltis Investment Advisors’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
2025 Q3	–	Sell	-236,401	Closed	-$9.76M	–	485
2025 Q2	$9.76M	Buy	+236,401	New	+$9.32M	0.77%	23
2022 Q4	–	Sell	-120,610	Closed	-$3.45M	–	260
2022 Q3	$3.45M	Buy	+120,610	New	+$3.49M	0.52%	53
2021 Q3	–	Sell	-191,214	Closed	-$5.57M	–	253
2021 Q2	$5.57M	Buy	+191,214	New	+$5.52M	0.88%	24
2020 Q3	–	Sell	-51,020	Closed	-$1.28M	–	203
2020 Q2	$1.28M	Sell	51,020 -10,726	-17%	-$261K	0.33%	52
2020 Q1	$1.39M	Sell	61,746 -158	-0.3%	-$3.86K	0.43%	40
2019 Q4	$1.56M	Buy	+61,904	New	+$1.55M	0.3%	48

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Soltis Investment Advisors's POCT Position: Q3 2025 in Review

Soltis Investment Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2025, closing a stake of 236,401 shares — an estimated $9.76M sold.

Soltis Investment Advisors first reported a position in POCT in Q4 2019 and held it in 6 quarters. The position peaked at $9.76M in Q2 2025. 203 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

Soltis Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Soltis Investment Advisors sold 236,401 Innovator US Equity Power Buffer ETF October shares in Q3 2025, an estimated $9.76M.
Soltis Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2019 and held it in 6 quarters.
Soltis Investment Advisors's Innovator US Equity Power Buffer ETF October position peaked at $9.76M in Q2 2025.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on Soltis Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.