James T. Borello RIA’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

James T. Borello RIA’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 Q3	$2.77M	Sell	57,933 -4,307	-7%	-$203K	0.58%	27
2026 Q2	$2.89M	Sell	62,240 -8,086	-11%	-$368K	0.62%	25
2026 Q1	$3.03M	Buy	70,326 +9,015	+15%	+$396K	0.77%	25
2025 Q4	$2.69M	Buy	61,311 +30,779	+101%	+$1.34M	0.69%	25
2025 Q3	$1.32M	Buy	30,532 +3,019	+11%	+$128K	0.36%	38
2025 Q2	$1.14M	Sell	27,513 -905	-3%	-$35.7K	0.33%	41
2025 Q1	$1.1M	Sell	28,418 -1,763	-6%	-$70K	0.35%	39
2024 Q4	$1.19M	Buy	30,181 +4,036	+15%	+$159K	0.45%	38
2024 Q3	$1.02M	Buy	26,145 +5,010	+24%	+$193K	0.41%	36
2024 Q2	$809K	Sell	21,135 -34	-0.2%	-$1.28K	0.36%	35
2024 Q1	$794K	Sell	21,169 -3,947	-16%	-$145K	0.36%	35
2023 Q4	$907K	Buy	+25,116	New	+$875K	0.74%	24

Other funds holding POCT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

James T. Borello RIA's POCT Position: Q3 2026 in Review

James T. Borello RIA reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 6.9% in Q3 2026, selling an estimated $203K and leaving 57,933 shares worth $2.77M. The position accounts for 0.58% of the portfolio, ranked #27.

James T. Borello RIA first reported a position in POCT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.03M in Q1 2026. 58 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

James T. Borello RIA held 57,933 shares of Innovator US Equity Power Buffer ETF October worth $2.77M as of Q3 2026.
James T. Borello RIA sold 4,307 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $203K.
Innovator US Equity Power Buffer ETF October made up 0.58% of James T. Borello RIA's portfolio in Q3 2026, its #27 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Innovator US Equity Power Buffer ETF October position peaked at $3.03M in Q1 2026.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.