Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Valtinson Bruner Financial Planning’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	$660K	Sell	14,229 -73	-0.5%	-$3.32K	0.17%	71
2026 Q1	$617K	Hold	14,302	–	–	0.17%	68
2025 Q4	$628K	Buy	14,302 +5	+0%	+$217	0.18%	67
2025 Q3	$616K	Hold	14,297	–	–	0.18%	66
2025 Q2	$590K	Hold	14,297	–	–	0.19%	66
2025 Q1	$555K	Sell	14,297 -130,355	-90%	-$5.18M	0.19%	67
2024 Q4	$5.72M	Sell	144,652 -3,504	-2%	-$138K	2%	13
2024 Q3	$5.77M	Sell	148,156 -3,518	-2%	-$136K	2.01%	12
2024 Q2	$5.81M	Sell	151,674 -802	-0.5%	-$30.3K	2.3%	14
2024 Q1	$5.72M	Sell	152,476 -2,121	-1%	-$78.1K	2.44%	13
2023 Q4	$5.58M	Sell	154,597 -630	-0.4%	-$21.9K	2.87%	8
2023 Q3	$5.27M	Sell	155,227 -2,658	-2%	-$89.7K	2.88%	8
2023 Q2	$5.28M	Sell	157,885 -418	-0.3%	-$13.5K	2.85%	8
2023 Q1	$5.01M	Sell	158,303 -1,386	-0.9%	-$43K	2.86%	7
2022 Q4	$4.89M	Buy	159,689 +145,006	+988%	+$4.31M	2.83%	7
2022 Q3	$420K	Sell	14,683 -206	-1%	-$5.96K	0.26%	67
2022 Q2	$418K	Hold	14,889	–	–	0.25%	62
2022 Q1	$445K	Sell	14,889 -250	-2%	-$7.46K	0.25%	65
2021 Q4	$461K	Hold	15,139	–	–	0.25%	67
2021 Q3	$453K	Sell	15,139 -566	-4%	-$16.5K	0.25%	66
2021 Q2	$458K	Sell	15,705 -64,705	-80%	-$1.87M	0.26%	61
2021 Q1	$2.31M	Sell	80,410 -459	-0.6%	-$12.9K	1.36%	27
2020 Q4	$2.26M	Sell	80,869 -140	-0.2%	-$3.8K	1.42%	21
2020 Q3	$2.13M	Buy	81,009 +5,645	+7%	+$146K	1.49%	20
2020 Q2	$1.95M	Sell	75,364 -106	-0.1%	-$2.58K	1.39%	19
2020 Q1	$1.8M	Sell	75,470 -254	-0.3%	-$6.21K	1.46%	17
2019 Q4	$1.91M	Sell	75,724 -38	-0.1%	-$952	1.37%	19
2019 Q3	$1.89M	Buy	75,762 +53,035	+233%	+$1.33M	1.54%	18
2019 Q2	$569K	Buy	+22,727	New	+$563K	0.48%	23

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

Valtinson Bruner Financial Planning's POCT Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.51% in Q2 2026, selling an estimated $3.32K and leaving 14,229 shares worth $660K. The position accounts for 0.17% of the portfolio, ranked #71.

Valtinson Bruner Financial Planning first reported a position in POCT in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.81M in Q2 2024. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Valtinson Bruner Financial Planning held 14,229 shares of Innovator US Equity Power Buffer ETF October worth $660K as of Q2 2026.
Valtinson Bruner Financial Planning sold 73 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $3.32K.
Innovator US Equity Power Buffer ETF October made up 0.17% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #71 holding.
Valtinson Bruner Financial Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2019 and has held it in 29 quarters since.
Valtinson Bruner Financial Planning's Innovator US Equity Power Buffer ETF October position peaked at $5.81M in Q2 2024.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.