William Blair & Company’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

William Blair & Company’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 Q1	$16M	Sell	371,462 -464	-0.1%	-$20.4K	0.05%	275
2025 Q4	$16.3M	Buy	371,926 +336,218	+942%	+$14.6M	0.04%	269
2025 Q3	$1.54M	Sell	35,708 -390	-1%	-$16.5K	﹤0.01%	801
2025 Q2	$1.49M	Sell	36,098 -89,179	-71%	-$3.52M	﹤0.01%	786
2025 Q1	$4.87M	Hold	125,277	–	–	0.01%	490
2024 Q4	$4.96M	Buy	125,277 +35,708	+40%	+$1.41M	0.01%	497
2024 Q3	$3.49M	Hold	89,569	–	–	0.01%	585
2024 Q2	$3.43M	Hold	89,569	–	–	0.01%	563
2024 Q1	$3.36M	Hold	89,569	–	–	0.01%	564
2023 Q4	$3.24M	Buy	89,569 +89,179	+22,866%	+$3.11M	0.01%	556
2023 Q3	$13.2K	Hold	390	–	–	﹤0.01%	1703
2023 Q2	$13.1K	Buy	+390	New	+$12.6K	﹤0.01%	1719
2023 Q1	–	Sell	-490	Closed	-$14.7K	–	1844
2022 Q4	$14.7K	Buy	+490	New	+$14.6K	﹤0.01%	1706

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

William Blair & Company's POCT Position: Q1 2026 in Review

William Blair & Company reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.12% in Q1 2026, selling an estimated $20.4K and leaving 371,462 shares worth $16M. The position accounts for 0.05% of the portfolio, ranked #275.

William Blair & Company first reported a position in POCT in Q4 2022 and has held it in 13 quarters since. The position peaked at $16.3M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

William Blair & Company held 371,462 shares of Innovator US Equity Power Buffer ETF October worth $16M as of Q1 2026.
William Blair & Company sold 464 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $20.4K.
Innovator US Equity Power Buffer ETF October made up 0.05% of William Blair & Company's portfolio in Q1 2026, its #275 holding.
William Blair & Company first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 13 quarters since.
William Blair & Company's Innovator US Equity Power Buffer ETF October position peaked at $16.3M in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.