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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
Q2 		$2.38M Sell
51,310
-3,350
-6% -$153K 0.03% 462
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 $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc's POCT Position: Q2 2026 in Review

Stephens Inc reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 6.1% in Q2 2026, selling an estimated $153K and leaving 51,310 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #462.

Stephens Inc first reported a position in POCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $15M in Q2 2023. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Stephens Inc held 51,310 shares of Innovator US Equity Power Buffer ETF October worth $2.38M as of Q2 2026.
  • Stephens Inc sold 3,350 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $153K.
  • Innovator US Equity Power Buffer ETF October made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #462 holding.
  • Stephens Inc first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • Stephens Inc's Innovator US Equity Power Buffer ETF October position peaked at $15M in Q2 2023.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.