Valmark Advisers’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Valmark Advisers’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	$1.17M	Hold	25,155	–	–	0.01%	340
2026 Q1	$1.08M	Sell	25,155 -1,062	-4%	-$46.6K	0.01%	337
2025 Q4	$1.15M	Buy	26,217 +333	+1%	+$14.5K	0.01%	318
2025 Q3	$1.12M	Sell	25,884 -445	-2%	-$18.8K	0.01%	319
2025 Q2	$1.09M	Hold	26,329	–	–	0.02%	318
2025 Q1	$1.02M	Sell	26,329 -51	-0.2%	-$2.02K	0.02%	306
2024 Q4	$1.04M	Hold	26,380	–	–	0.02%	303
2024 Q3	$1.03M	Hold	26,380	–	–	0.02%	298
2024 Q2	$1.01M	Hold	26,380	–	–	0.02%	282
2024 Q1	$989K	Hold	26,380	–	–	0.02%	273
2023 Q4	$953K	Buy	26,380 +651	+3%	+$22.7K	0.02%	262
2023 Q3	$874K	Hold	25,729	–	–	0.02%	241
2023 Q2	$861K	Buy	25,729 +2,138	+9%	+$69.2K	0.02%	249
2023 Q1	$746K	Sell	23,591 -3,770	-14%	-$117K	0.02%	256
2022 Q4	$823K	Buy	27,361 +3,021	+12%	+$89.9K	0.02%	237
2022 Q3	$697K	Buy	24,340 +2,960	+14%	+$85.6K	0.01%	232
2022 Q2	$600K	Hold	21,380	–	–	0.01%	265
2022 Q1	$646K	Hold	21,380	–	–	0.01%	268
2021 Q4	$651K	Buy	21,380 +5,274	+33%	+$158K	0.01%	256
2021 Q3	$472K	Buy	+16,106	New	+$470K	0.01%	282

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

Valmark Advisers's POCT Position: Q2 2026 in Review

Valmark Advisers held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 25,155 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #340.

Valmark Advisers first reported a position in POCT in Q3 2021 and has held it in 20 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Valmark Advisers held 25,155 shares of Innovator US Equity Power Buffer ETF October worth $1.17M as of Q2 2026.
Valmark Advisers 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 Valmark Advisers's portfolio in Q2 2026, its #340 holding.
Valmark Advisers first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2021 and has held it in 20 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.