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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

254 managers (254 13F filers) reported a position in POCT shares at 2025-12-31, 20,509,337 shares in all. 45 filers opened a position and 12 filers sold out during the quarter.

Managers
254
13F filers
254
New
45
Added
104
Reduced
51
Sold out
12
Shares held by filers
20,509,337

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arax Advisory Partners6,769$297K0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,685$294K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,683$294K<0.01%+1,38413F-HRTimelineGroup
Waterloo Capital, L.P.6,525$287K0.02%013F-HRTimeline
Compass Ion Advisors, LLC6,508$286K0.03%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,500$285K0.05%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,483$285K0.01%-21813F-HR/ATimeline
Welch Financial Planning, LLC6,433$283K0.21%13F-HRTimeline
Private Advisor Group, LLC6,409$281K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,310$277K<0.01%-25613F-HRTimeline
Jessup Wealth Management, Inc6,301$277K0.09%new13F-HRTimeline
Global Assets Advisory, LLC6,209$273K0.08%-11513F-HRTimeline
Sequent Planning LLC6,140$270K0.07%-1,04713F-HRTimeline
Seros Financial, LLC6,132$269K0.16%013F-HRTimeline
TrustBankin group TrustBank6,099$268K0.11%13F-HRTimelineGroup
Straight Path Wealth Management5,893$259K0.07%+14713F-HRTimeline
Crown Wealth Group, LLC5,881$258K0.07%013F-HRTimeline
Tempo Wealth, LLC5,512$242K0.04%13F-HRTimeline
Todd Wealth Management, LLC5,507$242K0.22%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,424$238K0.06%new13F-HRTimeline
FSA Investment Group, LLC5,211$229K0.14%+5313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,196$228K<0.01%+19613F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.5,135$226K0.06%-15013F-HRTimeline
Stirlingshire Investments, Inc.5,108$224K0.2%13F-HRTimeline
Silver Grove Financial Group, Inc.4,778$210K0.18%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC4,630$203K0.03%new13F-HRTimeline
Michels Family Financial, LLC4,625$203K0.15%new13F-HRTimeline
Bernard Wealth Management Corp.4,229$186K0.08%+63513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,190$184K0.01%+4,08313F-HRTimelineGroup
WealthShield Partners, LLC3,912$172K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC3,450$152K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,055$134K<0.01%+2,95013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$114K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC2,450$108K0.05%+1,45013F-HRTimeline
Capital Investment Advisory Services, L…2,114$92.8K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC2,000$87.8K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC1,967$86.4K0.04%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$76.2K<0.01%013F-HRTimelineGroup
Garton & Associates Financial Advisors …1,624$71.3K0.04%13F-HRTimeline
Stone House Investment Management, LLC1,623$71.3K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,512$67K<0.01%-59013F-HRTimelineGroup
Key Capital Management, INC1,054$46.3K0.05%13F-HRTimeline
UBS Group AGin group UBS Group AG804$35.3K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.761$33.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$22K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.478$21K0.01%+13413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC385$16.9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC353$15.5K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…318$14K<0.01%013F-HRTimelineGroup
Caitlin John, LLC179$7.86K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC171$7.51K<0.01%new13F-HRTimeline
Bullock Wealth Management Group164$7.2K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC119$5.23K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates60$2.63K<0.01%new13F-HRTimeline