Sunbelt Securities’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-94	Closed	-$4.05K	–	2918
2025 Q3	$4.05K	Sell	94 -3,885	-98%	-$164K	﹤0.01%	1685
2025 Q2	$157K	Buy	3,979 +3,800	+2,123%	+$150K	0.01%	650
2025 Q1	$6.95K	Sell	179 -3,800	-96%	-$151K	﹤0.01%	1343
2024 Q4	$158K	Sell	3,979 -2,000	-33%	-$78.9K	0.01%	653
2024 Q3	$233K	Hold	5,979	–	–	0.02%	556
2024 Q2	$229K	Sell	5,979 -26	-0.4%	-$982	0.02%	524
2024 Q1	$225K	Sell	6,005 -4,000	-40%	-$147K	0.03%	505
2023 Q4	$361K	Hold	10,005	–	–	0.05%	372
2023 Q3	$340K	Sell	10,005 -1,500	-13%	-$50.6K	0.05%	370
2023 Q2	$385K	Sell	11,505 -2,600	-18%	-$84.1K	0.06%	336
2023 Q1	$443K	Buy	14,105 +85	+0.6%	+$2.63K	0.07%	272
2022 Q4	$422K	Buy	+14,020	New	+$417K	0.08%	280

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's POCT Position: Q4 2025 in Review

Sunbelt Securities sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2025, closing a stake of 94 shares — an estimated $4.05K sold.

Sunbelt Securities first reported a position in POCT in Q4 2022 and held it in 12 quarters. The position peaked at $443K in Q1 2023. 251 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

Sunbelt Securities reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 94 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $4.05K.
Sunbelt Securities first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 12 quarters.
Sunbelt Securities's Innovator US Equity Power Buffer ETF October position peaked at $443K in Q1 2023.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.