Vishria Bird Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Vishria Bird Financial Group’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 Q3	$475K	Hold	11,031	–	–	0.09%	68
2025 Q2	$456K	Sell	11,031 -193	-2%	-$7.61K	0.15%	58
2025 Q1	$436K	Hold	11,224	–	–	0.15%	58
2024 Q4	$444K	Hold	11,224	–	–	0.16%	57
2024 Q3	$437K	Hold	11,224	–	–	0.17%	57
2024 Q2	$430K	Hold	11,224	–	–	0.18%	45
2024 Q1	$421K	Hold	11,224	–	–	0.18%	47
2023 Q4	$405K	Hold	11,224	–	–	0.19%	44
2023 Q3	$381K	Hold	11,224	–	–	0.22%	42
2023 Q2	$376K	Hold	11,224	–	–	0.22%	42
2023 Q1	$355K	Sell	11,224 -654	-6%	-$20.3K	0.23%	41
2022 Q4	$357K	Sell	11,878 -158	-1%	-$4.7K	0.25%	40
2022 Q3	$345K	Hold	12,036	–	–	0.23%	39
2022 Q2	$338K	Sell	12,036 -1,016	-8%	-$29.4K	0.22%	40
2022 Q1	$395K	Hold	13,052	–	–	0.22%	39
2021 Q4	$397K	Buy	+13,052	New	+$392K	0.18%	47

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Vishria Bird Financial Group's POCT Position: Q3 2025 in Review

Vishria Bird Financial Group held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q3 2025 at 11,031 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #68.

Vishria Bird Financial Group first reported a position in POCT in Q4 2021 and has held it in 16 quarters since. 203 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

Vishria Bird Financial Group held 11,031 shares of Innovator US Equity Power Buffer ETF October worth $475K as of Q3 2025.
Vishria Bird Financial Group left its Innovator US Equity Power Buffer ETF October share count unchanged in Q3 2025.
Innovator US Equity Power Buffer ETF October made up 0.09% of Vishria Bird Financial Group's portfolio in Q3 2025, its #68 holding.
Vishria Bird Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 16 quarters since.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.