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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

257 managers (257 13F filers) reported a position in POCT shares at 2026-03-31, 18,957,008 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
257
13F filers
257
New
15
Added
40
Reduced
127
Sold out
16
Shares held by filers
18,957,008

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Compass Ion Advisors, LLC6,508$281K0.03%013F-HRTimeline
Welch Financial Planning, LLC6,433$277K0.2%013F-HRTimeline
Private Advisor Group, LLC6,409$276K<0.01%013F-HRTimeline
AlphaStar Capital Management, LLC6,347$274K0.02%-20,87513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,325$273K<0.01%-75013F-HRTimelineGroup
Sequoia Financial Advisors, LLC6,310$272K<0.01%013F-HRTimeline
Garden State Investment Advisory Servic…6,300$272K0.06%-50013F-HRTimeline
Straight Path Wealth Management6,265$270K0.07%+37213F-HRTimeline
Global Assets Advisory, LLC6,209$268K0.08%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,162$266K0.06%-63613F-HRTimeline
Seros Financial, LLC6,132$264K0.17%013F-HRTimeline
Sequent Planning LLC6,116$264K0.06%-2413F-HRTimeline
Midwest Financial Network, LLC6,053$261K0.21%-74013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,041$260K<0.01%+84513F-HRTimelineGroup
Keystone Wealth Services, LLC6,000$259K0.06%new13F-HRTimeline
TrustBankin group TrustBank5,959$257K0.1%-14013F-HRTimelineGroup
WorthPointe, LLC5,862$253K0.07%-18,52513F-HRTimeline
Allworth Financial LP5,815$251K<0.01%-601,59713F-HRTimeline
Jessup Wealth Management, Inc5,801$250K0.09%-50013F-HRTimeline
Sigma Planning Corp5,694$245K0.01%-2,84813F-HRTimeline
Todd Wealth Management, LLC5,541$239K0.22%+3413F-HRTimeline
Cypress Wealth Services, LLC5,525$238K0.03%new13F-HRTimeline
Tempo Wealth, LLC5,512$238K0.04%013F-HRTimeline
Savvy Advisors, Inc.5,416$233K0.01%-1,40213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,135$221K0.06%013F-HRTimeline
Triton Financial Group Inc5,071$221K0.38%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,908$212K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.4,782$206K0.17%+413F-HRTimeline
Kingsview Wealth Management, LLC4,755$205K<0.01%-3,00013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,630$201K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,490$194K<0.01%+4,37113F-HRTimelineGroup
Bernard Wealth Management Corp.4,228$182K0.08%-113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,190$181K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,191$178K<0.01%-2,49213F-HR/ATimelineGroup
TopTier Wealth Management, LLC3,994$172K0.11%new13F-HRTimeline
WealthShield Partners, LLC3,912$169K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC3,450$149K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,055$132K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$112K<0.01%013F-HR/ATimelineGroup
Noble Wealth Management PBC2,450$106K0.05%013F-HRTimeline
Wagner Wealth Management, LLC2,000$86.2K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$74.8K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC1,623$70K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA900$39K<0.01%-61213F-HRTimelineGroup
Blue Trust, Inc.761$32.8K<0.01%013F-HRTimeline
Wellington Grp LLC627$27K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.518$22.3K0.02%+4013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$21.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC353$15.2K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…318$13.7K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…316$13.6K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC179$7.72K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC171$7.37K<0.01%013F-HRTimeline
Capital Advisor Network LLC166$7.16K0.01%13F-HR/ATimeline
Bullock Wealth Management Group164$7.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…88$3.79K<0.01%-2,02613F-HRTimeline
Global Wealth Strategies & Associates60$2.59K<0.01%013F-HRTimeline