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Wellington Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Wellington 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
2026
Q2 		– Sell
-627
Closed -$27K – 315
2026
Q1 		$27K Buy
+627
New +$27.5K 0.01% 353

Other funds holding POCT

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Group's POCT Position: Q2 2026 in Review

Wellington Group sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026, closing a stake of 627 shares — an estimated $27K sold.

Wellington Group first reported a position in POCT in Q1 2026 and held it in 1 quarter. The position peaked at $27K in Q1 2026. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Wellington Group reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 627 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $27K.
  • Wellington Group first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2026 and held it in 1 quarter.
  • Wellington Group's Innovator US Equity Power Buffer ETF October position peaked at $27K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.