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

Welch 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 		$298K Sell
6,415
-18
-0.3% -$819 0.17% 59
2026
Q1 		$277K Hold
6,433
– – 0.2% 55
2025
Q4 		$283K Buy
+6,433
New +$279K 0.21% 50

Other funds holding POCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Financial Planning's POCT Position: Q2 2026 in Review

Welch Financial Planning reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.28% in Q2 2026, selling an estimated $819 and leaving 6,415 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #59.

Welch Financial Planning first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Welch Financial Planning held 6,415 shares of Innovator US Equity Power Buffer ETF October worth $298K as of Q2 2026.
  • Welch Financial Planning sold 18 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $819.
  • Innovator US Equity Power Buffer ETF October made up 0.17% of Welch Financial Planning's portfolio in Q2 2026, its #59 holding.
  • Welch Financial Planning first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.