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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

251 managers (251 13F filers) reported a position in POCT shares at 2026-06-30, 16,199,449 shares in all. 16 filers opened a position and 18 filers sold out during the quarter.

Managers
251
13F filers
251
New
16
Added
38
Reduced
121
Sold out
18
Shares held by filers
16,199,449

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,845$271K<0.01%-48013F-HRTimelineGroup
Jessup Wealth Management, Inc5,801$269K0.08%013F-HRTimeline
Keystone Wealth Services, LLC5,747$267K0.05%-25313F-HRTimeline
TWO SIGMA SECURITIES, LLC5,732$266K0.02%new13F-HRTimeline
Todd Wealth Management, LLC5,541$257K0.19%013F-HRTimeline
Cypress Wealth Services, LLC5,525$256K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,524$256K0.05%-63813F-HRTimeline
Tempo Wealth, LLC5,512$256K0.04%013F-HRTimeline
Maridea Wealth Management LLC5,375$249K0.03%-8,01413F-HRTimeline
Private Advisor Group, LLC5,330$247K<0.01%-1,07913F-HRTimeline
Midwest Financial Network, LLC5,320$247K0.17%-73313F-HRTimeline
Global Assets Advisory, LLC5,209$242K0.05%-1,00013F-HRTimeline
Allworth Financial LP5,181$240K<0.01%-63413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,135$238K0.05%013F-HRTimeline
Savvy Advisors, Inc.4,915$228K<0.01%-50113F-HRTimeline
Silver Grove Financial Group, Inc.4,788$222K0.12%+613F-HRTimeline
Kingsview Wealth Management, LLC4,755$221K<0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,639$215K0.01%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC4,630$215K0.02%013F-HRTimeline
Michels Family Financial, LLC4,625$215K0.14%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,593$213K0.09%new13F-HRTimeline
Sigma Planning Corp4,352$202K0.01%-1,34213F-HRTimeline
Bernard Wealth Management Corp.4,228$196K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,190$194K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,191$194K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC3,912$182K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC3,450$160K0.02%013F-HRTimeline
EP Wealth Advisors, LLC3,082$143K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,055$142K<0.01%013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC3,000$139K0.06%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$120K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC2,450$114K0.05%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,171$101K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC2,000$92.8K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$80.5K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC1,623$75.3K0.01%013F-HRTimeline
IFG Advisory, LLC1,367$63.4K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA900$42K<0.01%013F-HRTimelineGroup
Community Financial Services Group, LLC846$39.2K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY800$37.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.761$35.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$23.2K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.495$23K0.01%-2313F-HRTimeline
Clearstead Advisors, LLC353$16.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…182$8.45K<0.01%-13413F-HRTimelineGroup
Caitlin John, LLC179$8.31K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC171$7.94K<0.01%013F-HRTimeline
Bullock Wealth Management Group164$7.61K<0.01%13F-HRTimeline
Capital Advisor Network LLC94$4.36K0.01%-7213F-HRTimeline
Capital Investment Advisory Services, L…89$4.13K<0.01%+113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC83$3.91K<0.01%13F-HRTimeline