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Stephens Inc’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Stephens Inc’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 		$2.36M Sell
54,660
-108,715
-67% -$4.77M 0.03% 446
2025
Q4 		$7.18M Sell
163,375
-87,905
-35% -$3.82M 0.09% 225
2025
Q3 		$10.8M Sell
251,280
-9,862
-4% -$417K 0.14% 157
2025
Q2 		$10.8M Sell
261,142
-2,750
-1% -$108K 0.15% 152
2025
Q1 		$10.3M Buy
263,892
+3,820
+1% +$152K 0.15% 151
2024
Q4 		$10.3M Sell
260,072
-1,540
-0.6% -$60.7K 0.14% 150
2024
Q3 		$10.2M Sell
261,612
-2,800
-1% -$108K 0.14% 159
2024
Q2 		$10.1M Sell
264,412
-2,100
-0.8% -$79.3K 0.15% 156
2024
Q1 		$9.99M Sell
266,512
-1,550
-0.6% -$57.1K 0.16% 157
2023
Q4 		$9.68M Buy
268,062
+3,821
+1% +$133K 0.17% 140
2023
Q3 		$8.97M Sell
264,241
-182,755
-41% -$6.17M 0.17% 133
2023
Q2 		$15M Sell
446,996
-8,175
-2% -$264K 0.27% 93
2023
Q1 		$14.4M Buy
455,171
+450
+0.1% +$14K 0.28% 90
2022
Q4 		$13.7M Buy
+454,721
New +$13.5M 0.28% 88

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc's POCT Position: Q1 2026 in Review

Stephens Inc reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 67% in Q1 2026, selling an estimated $4.77M and leaving 54,660 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #446.

Stephens Inc first reported a position in POCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $15M in Q2 2023. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Stephens Inc held 54,660 shares of Innovator US Equity Power Buffer ETF October worth $2.36M as of Q1 2026.
  • Stephens Inc sold 108,715 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $4.77M.
  • Innovator US Equity Power Buffer ETF October made up 0.03% of Stephens Inc's portfolio in Q1 2026, its #446 holding.
  • Stephens Inc first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • Stephens Inc's Innovator US Equity Power Buffer ETF October position peaked at $15M in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.