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Stratos Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-5,826
Closed -$231K – 724
2024
Q4 		$231K Buy
+5,826
New +$230K 0.01% 641
2024
Q1 		– Sell
-7,567
Closed -$273K – 716
2023
Q4 		$273K Sell
7,567
-2,012
-21% -$70.1K 0.02% 574
2023
Q3 		$325K Sell
9,579
-23,268
-71% -$785K 0.02% 505
2023
Q2 		$1.1M Sell
32,847
-681
-2% -$22K 0.08% 285
2023
Q1 		$1.06M Sell
33,528
-645
-2% -$20K 0.08% 272
2022
Q4 		$1.03M Buy
34,173
+4,574
+15% +$136K 0.09% 275
2022
Q3 		$847K Sell
29,599
-549
-2% -$15.9K 0.09% 266
2022
Q2 		$846K Sell
30,148
-1,160
-4% -$33.6K 0.08% 290
2022
Q1 		$947K Sell
31,308
-3,256
-9% -$97.2K 0.08% 283
2021
Q4 		$1.05M Buy
34,564
+3,686
+12% +$111K 0.08% 276
2021
Q3 		$906K Sell
30,878
-6,007
-16% -$175K 0.08% 267
2021
Q2 		$1.07M Buy
36,885
+1,463
+4% +$42.2K 0.1% 232
2021
Q1 		$1.01M Buy
35,422
+993
+3% +$27.8K 0.11% 206
2020
Q4 		$958K Buy
34,429
+6,548
+23% +$178K 0.13% 167
2020
Q3 		$736K Buy
+27,881
New +$722K 0.18% 135

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Stratos Wealth Advisors's POCT Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2025, closing a stake of 5,826 shares — an estimated $231K sold.

Stratos Wealth Advisors first reported a position in POCT in Q3 2020 and held it in 15 quarters. The position peaked at $1.1M in Q2 2023. 220 funds tracked by Wall St. Rank hold POCT as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,826 Innovator US Equity Power Buffer ETF October shares in Q1 2025, an estimated $231K.
  • Stratos Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2020 and held it in 15 quarters.
  • Stratos Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $1.1M in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.