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

XML Financial’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	$371K	Hold	7,989	–	–	0.03%	333
2026 Q1	$344K	Hold	7,989	–	–	0.03%	318
2025 Q4	$351K	Hold	7,989	–	–	0.03%	314
2025 Q3	$344K	Hold	7,989	–	–	0.03%	296
2025 Q2	$330K	Hold	7,989	–	–	0.03%	296
2025 Q1	$310K	Hold	7,989	–	–	0.03%	282
2024 Q4	$316K	Hold	7,989	–	–	0.03%	287
2024 Q3	$311K	Hold	7,989	–	–	0.03%	284
2024 Q2	$306K	Hold	7,989	–	–	0.03%	272
2024 Q1	$300K	Hold	7,989	–	–	0.03%	276
2023 Q4	$289K	Hold	7,989	–	–	0.03%	267
2023 Q3	$271K	Hold	7,989	–	–	0.03%	269
2023 Q2	$267K	Hold	7,989	–	–	0.03%	287
2023 Q1	$253K	Hold	7,989	–	–	0.03%	286
2022 Q4	$240K	Buy	7,989 +104	+1%	+$3.09K	0.03%	289
2022 Q3	$226K	Hold	7,885	–	–	0.03%	279
2022 Q2	$221K	Hold	7,885	–	–	0.05%	203
2022 Q1	$238K	Sell	7,885 -741	-9%	-$22.1K	0.03%	290
2021 Q4	$263K	Sell	8,626 -206	-2%	-$6.19K	0.03%	273
2021 Q3	$259K	Hold	8,832	–	–	0.03%	264
2021 Q2	$257K	Hold	8,832	–	–	0.06%	189
2021 Q1	$252K	Sell	8,832 -473	-5%	-$13.3K	0.06%	180
2020 Q4	$259K	Hold	9,305	–	–	0.07%	170
2020 Q3	$246K	Sell	9,305 -2,312	-20%	-$59.9K	0.08%	161
2020 Q2	$293K	Hold	11,617	–	–	0.1%	147
2020 Q1	$262K	Sell	11,617 -2,352	-17%	-$57.5K	0.11%	139
2019 Q4	$352K	Buy	+13,969	New	+$350K	0.13%	125

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

XML Financial's POCT Position: Q2 2026 in Review

XML Financial held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 7,989 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #333.

XML Financial first reported a position in POCT in Q4 2019 and has held it in 27 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

XML Financial held 7,989 shares of Innovator US Equity Power Buffer ETF October worth $371K as of Q2 2026.
XML Financial left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.03% of XML Financial's portfolio in Q2 2026, its #333 holding.
XML Financial first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2019 and has held it in 27 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.