Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sound View Wealth Advisors Group’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	$1.02M	Sell	23,631 -1,264	-5%	-$55.5K	0.07%	187
2025 Q4	$1.09M	Buy	24,895 +6,071	+32%	+$264K	0.07%	181
2025 Q3	$811K	Buy	18,824 +1,501	+9%	+$63.4K	0.06%	217
2025 Q2	$715K	Hold	17,323	–	–	0.05%	227
2025 Q1	$673K	Sell	17,323 -50	-0.3%	-$1.99K	0.06%	224
2024 Q4	$687K	Hold	17,373	–	–	0.06%	224
2024 Q3	$677K	Sell	17,373 -1,657	-9%	-$64K	0.06%	226
2024 Q2	$729K	Sell	19,030 -432	-2%	-$16.3K	0.08%	193
2024 Q1	$730K	Sell	19,462 -2,430	-11%	-$89.5K	0.08%	197
2023 Q4	$791K	Sell	21,892 -146	-0.7%	-$5.09K	0.09%	189
2023 Q3	$748K	Sell	22,038 -2,057	-9%	-$69.4K	0.09%	175
2023 Q2	$806K	Hold	24,095	–	–	0.11%	173
2023 Q1	$762K	Buy	24,095 +2,203	+10%	+$68.3K	0.1%	174
2022 Q4	$791K	Buy	+21,892	New	+$651K	0.09%	189

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

Sound View Wealth Advisors Group's POCT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 5.1% in Q1 2026, selling an estimated $55.5K and leaving 23,631 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #187.

Sound View Wealth Advisors Group first reported a position in POCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Sound View Wealth Advisors Group held 23,631 shares of Innovator US Equity Power Buffer ETF October worth $1.02M as of Q1 2026.
Sound View Wealth Advisors Group sold 1,264 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $55.5K.
Innovator US Equity Power Buffer ETF October made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #187 holding.
Sound View Wealth Advisors Group first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Innovator US Equity Power Buffer ETF October position peaked at $1.09M in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.