Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Steward Partners Investment Advisory’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	$357K	Hold	7,703	–	–	﹤0.01%	1905
2026 Q1	$332K	Hold	7,703	–	–	﹤0.01%	1752
2025 Q4	$338K	Sell	7,703 -1,451,406	-99%	-$63M	﹤0.01%	1645
2025 Q3	$62.9M	Buy	1,459,109 +1,451,406	+18,842%	+$61.3M	0.36%	48
2025 Q2	$318K	Hold	7,703	–	–	﹤0.01%	1528
2025 Q1	$299K	Hold	7,703	–	–	﹤0.01%	1448
2024 Q4	$305K	Hold	7,703	–	–	﹤0.01%	1400
2024 Q3	$300K	Buy	7,703 +587	+8%	+$22.7K	﹤0.01%	1332
2024 Q2	$272K	Hold	7,116	–	–	﹤0.01%	1315
2024 Q1	$267K	Hold	7,116	–	–	﹤0.01%	1312
2023 Q4	$257K	Hold	7,116	–	–	﹤0.01%	1278
2023 Q3	$242K	Hold	7,116	–	–	﹤0.01%	1199
2023 Q2	$238K	Sell	7,116 -20	-0.3%	-$647	﹤0.01%	1208
2023 Q1	$226K	Hold	7,136	–	–	﹤0.01%	1228
2022 Q4	$215K	Buy	+7,136	New	+$212K	﹤0.01%	1213

Other funds holding POCT

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's POCT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 7,703 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Steward Partners Investment Advisory first reported a position in POCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.9M in Q3 2025. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Steward Partners Investment Advisory held 7,703 shares of Innovator US Equity Power Buffer ETF October worth $357K as of Q2 2026.
Steward Partners Investment Advisory left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1905 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Power Buffer ETF October position peaked at $62.9M in Q3 2025.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.