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Stirlingshire Investments’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Stirlingshire Investments’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 		– Sell
-5,108
Closed -$224K – 217
2025
Q4 		$224K Buy
+5,108
New +$222K 0.2% 171

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $79.5B AUM 27.1% 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
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 $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

Stirlingshire Investments's POCT Position: Q1 2026 in Review

Stirlingshire Investments sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 5,108 shares — an estimated $224K sold.

Stirlingshire Investments first reported a position in POCT in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 254 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Stirlingshire Investments reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Stirlingshire Investments sold 5,108 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $224K.
  • Stirlingshire Investments first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and held it in 1 quarter.
  • Stirlingshire Investments's Innovator US Equity Power Buffer ETF October position peaked at $224K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Stirlingshire Investments's 13F filing for Q1 2026, filed 4 May 2026.