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Disclosery

POCT INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

219 managers (219 13F filers) reported a position in POCT shares at 2024-12-31, 16,738,649 shares in all. 34 filers opened a position and 11 filers sold out during the quarter.

Managers
219
13F filers
219
New
34
Added
83
Reduced
45
Sold out
11
Shares held by filers
16,738,649

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ALLIANCEBERNSTEIN L.P.1,882,481$74.5M0.03%+57,93713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,180,530$46.7M0.85%+183,89613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management952,820$37.7M0.55%+796,52313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…812,173$32.1M0.06%+655,41813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC775,474$30.7M0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.729,351$28.9M0.06%+392,00613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC451,039$17.8M0.03%+13,72813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC339,446$13.4M<0.01%+81,35813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth320,354$12.7M0.03%+180,55913F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC265,911$10.5M0.24%-21,54113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…260,072$10.3M0.14%-1,54013F-HRTimelineGroup
HighTower Advisors, LLC239,056$9.46M0.01%+30,84413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC235,974$9.34M0.05%-143,91013F-HRTimelineGroup
MAI Capital Management221,977$8.78M0.07%+190,27313F-HRTimeline
Janney Montgomery Scott LLC208,738$8.26M0.02%+36,84113F-HRTimeline
Beacon Pointe Advisors, LLC205,869$8.15M0.09%+24,24013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS204,310$8.08M0.02%+1,10013F-HRTimeline
AA Financial Advisors, LLC202,880$8.03M2.14%+18,19213F-HRTimeline
NorthCoast Asset Management LLC201,222$7.96M0.04%+23,85913F-HR/ATimeline
LPL Financial LLC200,648$7.94M<0.01%+1,95213F-HRTimeline
Bullseye Investment Management, LLC195,593$7.72M5.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC180,864$7.16M0.02%+42,53913F-HRTimeline
Motiv8 Investments LLC180,065$7.12M5%-52,31913F-HRTimeline
Global Strategic Investment Solutions, …172,660$6.83M0.8%-42,10213F-HRTimeline
Cetera Investment Advisers162,203$6.42M0.01%+8,70113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP151,451$5.99M0.01%+11,67713F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC144,652$5.72M2%-3,50413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC143,793$5.69M1.06%+65,15513F-HRTimeline
WPWealth LLP143,474$5.68M1.16%-2,44713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…137,003$5.42M2.31%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC127,414$5.04M0.11%+122,05813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL125,277$4.96M0.01%+35,70813F-HRTimeline
Certified Advisory Corp124,648$4.93M0.54%new13F-HRTimeline
Cresset Asset Management, LLC123,115$4.87M0.02%-1,94213F-HRTimeline
Trek Financial, LLC120,622$4.77M0.36%+22,54913F-HRTimeline
CoreCap Advisors, LLC116,098$4.59M0.21%-16,11513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC110,831$4.39M0.13%+1,44413F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.104,005$4.12M1.02%+6,24013F-HRTimeline
Advisory Services Network, LLC102,260$4.05M0.08%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …95,587$3.78M0.89%+69,41713F-HRTimelineGroup
Cambridge Investment Research Advisors,…94,477$3.74M0.01%-19,05313F-HRTimeline
Jacobi Capital Management LLC92,989$3.68M0.27%013F-HRTimeline
Southland Equity Partners LLC91,373$3.62M0.84%+44,11713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC89,584$3.54M0.68%-33013F-HRTimeline
CWM, LLCin group CWM, LLC89,045$3.52M0.01%+35,98413F-HRTimelineGroup
Orion Porfolio Solutions, LLC84,015$3.32M0.03%+40,93913F-HRTimeline
Orion Portfolio Solutions, LLC84,015$3.32M0.03%+40,93913F-HRTimeline
Frisch Financial Group, Inc.81,279$3.22M0.97%-75713F-HRTimeline
Advisory Alpha, LLC80,679$3.19M0.11%+66,31813F-HRTimeline
Elmwood Wealth Management, Inc.73,148$2.89M1.17%+27013F-HRTimeline
WEALTH ALLIANCE, LLC72,904$2.88M0.34%+13,38813F-HRTimeline
CORRADO ADVISORS, LLC72,062$2.85M1.86%+29,21613F-HRTimeline
NewEdge Advisors, LLC71,659$2.84M0.02%+12,25513F-HRTimeline
Capasso Planning Partners LLC70,799$2.8M1.12%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC67,761$2.68M1.6%+2,83213F-HRTimeline
Atria Wealth Solutions, Inc.62,516$2.47M0.03%+39,90713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC61,029$2.41M2.29%13F-HRTimeline
Three Seasons Wealth, LLC59,100$2.34M1.14%013F-HRTimeline
BCS Wealth Management58,619$2.32M0.58%+10,02213F-HRTimeline
Tradition Wealth Management, LLC57,631$2.28M0.2%+51,05513F-HRTimeline
AE Wealth Management LLC57,135$2.26M0.02%+23,93913F-HRTimeline
SageView Advisory Group, LLC53,780$2.13M0.09%+38,85013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,602$2.12M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV53,049$2.1M0.01%-1,75313F-HRTimeline
IFP Advisors, Inc52,699$2.09M0.07%+17,52313F-HRTimeline
Chris Bulman Inc51,660$2.04M1.3%+9,68413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC51,398$2.03M<0.01%+85013F-HRTimelineGroup
Diligent Investors, LLC50,058$1.98M0.45%-20013F-HRTimeline
RFG Advisory, LLC44,987$1.78M0.05%-2,99413F-HRTimeline
Cape Investment Advisory, Inc.43,190$1.71M0.67%-42513F-HRTimeline
CENTAURUS FINANCIAL, INC.42,879$1.7M0.1%+4,12413F-HRTimeline
ARS Wealth Advisors Group, LLC42,437$1.68M0.23%013F-HRTimeline
Global Assets Advisory, LLC42,509$1.66M0.92%new13F-HRTimeline
Talon Private Wealth, LLC41,601$1.65M0.34%new13F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC41,308$1.63M0.33%013F-HRTimeline
WorthPointe, LLC40,981$1.62M0.67%+16,14213F-HRTimeline
Bedel Financial Consulting, Inc.40,138$1.61M0.22%013F-HRTimeline
CRA Financial Services, LLC38,369$1.52M0.26%+27,52013F-HRTimeline
TOWNSQUARE CAPITAL LLC36,168$1.43M0.02%-12,19813F-HRTimeline
O'Connor Financial Group LLC35,873$1.42M0.74%new13F-HRTimeline
Farther Finance Advisors, LLC34,917$1.38M0.05%+26,79913F-HRTimeline
Sugar Maple Asset Management, LLC34,543$1.37M1.04%-81713F-HRTimeline
Beacon Financial Advisory LLC33,945$1.34M0.44%-38513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,875$1.34M0.12%+33,40513F-HRTimeline
Patriot Financial Group Insurance Agenc…32,859$1.3M0.17%+3,41313F-HRTimeline
Bellwether Advisors, LLC32,808$1.3M0.23%+13,62813F-HRTimeline
Encompass More Asset Management31,102$1.23M0.41%+13,67213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC30,422$1.2M1.22%new13F-HRTimeline
Maridea Wealth Management LLC29,890$1.18M0.38%13F-HRTimeline
Bison Wealth, LLC29,576$1.17M0.14%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,604$1.17M0.1%new13F-HRTimeline
OneDigital Investment Advisors LLC28,988$1.15M0.01%+7,45913F-HRTimeline
Castle Rock Wealth Management, LLC28,312$1.14M0.27%-1,52113F-HRTimeline
GILL CAPITAL PARTNERS, LLC28,183$1.12M0.4%+18,36913F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,028$1.11M0.03%+8,53613F-HRTimeline
Helium Advisors LLC28,014$1.11M0.88%13F-HRTimeline
SIGNATUREFD, LLC27,949$1.11M0.02%013F-HRTimeline
Cornerstone Wealth Group, LLC26,606$1.05M0.09%+2,78613F-HRTimeline
Valmark Advisers, Inc.26,380$1.04M0.02%013F-HRTimeline
Orion Capital Management LLC25,008$989K0.44%-89013F-HRTimeline
Sugarloaf Wealth Management, LLC24,832$983K0.19%+3,58913F-HRTimeline
HARBOUR INVESTMENTS, INC.24,812$982K0.03%+12,64313F-HRTimeline
Strategic Blueprint, LLC24,061$952K0.06%+99713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,397$926K0.01%+2,48013F-HRTimeline
FSA Advisors, Inc.22,042$859K1.05%-65613F-HRTimeline
Outlook Wealth Advisors, LLC20,882$826K0.24%013F-HRTimeline
Focus Financial Network, Inc.19,891$787K0.03%-3,86313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,254$762K0.03%+3,50013F-HRTimeline
CITY HOLDING CO19,232$761K0.11%-1,91513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC19,000$752K0.18%-2,46813F-HRTimelineGroup
Fragasso Financial Advisors Inc18,261$723K0.06%-22913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,872$707K0.05%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC17,373$687K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,222$681K0.03%-1,02713F-HRTimelineGroup
AdvisorNet Financial, Inc16,633$658K0.06%-10013F-HRTimeline
Dakota Wealth Management16,488$652K0.02%+10,78813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,011$633K0.02%new13F-HRTimelineGroup
Compass Advisory Group LLC15,197$601K0.22%+2,41013F-HRTimeline
WealthPLAN Partners, LLC14,816$586K0.08%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,779$585K<0.01%013F-HRTimelineGroup
Keystone Financial Group, Inc.14,596$578K0.47%13F-HRTimeline
Wood Tarver Financial Group, LLC14,526$574K0.19%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,418$570K0.2%-5,16713F-HRTimeline
Weaver Consulting Group14,323$567K0.17%+5,60513F-HRTimeline
Quest 10 Wealth Builders, Inc.14,257$564K0.56%13F-HRTimeline
Clay Northam Wealth Management, LLC14,065$557K0.36%-1,89313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,714$543K0.05%+3,51513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,239$524K0.19%-6013F-HRTimeline
Arax Advisory Partners13,097$518K0.03%+19913F-HRTimeline
Weaver Capital Management LLC13,008$515K0.14%+4,76713F-HRTimeline
Triad Wealth Partners, LLC12,980$514K0.19%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,976$513K0.03%-6113F-HRTimeline
Arete Wealth Advisors, LLC12,936$512K0.04%-1,71313F-HRTimeline
Per Stirling Capital Management, LLC.12,528$496K0.07%+1,24913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC12,476$494K0.22%013F-HRTimeline
BCGM Wealth Management, LLC12,425$492K0.16%+4,00013F-HRTimeline
Nikulski Financial, Inc.12,360$489K0.14%+28513F-HRTimeline
Pinnacle Wealth Management Group, Inc.12,340$488K0.3%+6,24013F-HRTimeline
City Center Advisors, LLC12,136$480K0.54%+32713F-HRTimeline
Long Island Wealth Management, Inc.12,025$476K0.3%-1,00013F-HRTimeline
Continuum Advisory, LLC11,647$461K0.06%-313F-HRTimeline
Vishria Bird Financial Group, LLC11,224$444K0.16%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,535$417K0.01%013F-HRTimeline
IHT Wealth Management, LLC10,101$400K0.01%new13F-HRTimeline
Summit Wealth Partners, LLC10,096$399K0.08%-1,33613F-HRTimeline
OPTIMA CAPITAL LLC9,840$389K0.27%13F-HRTimeline
Riggs Capital Management LLC9,801$388K0.38%13F-HRTimeline
Mutual Advisors, LLC9,629$383K0.01%-25413F-HRTimeline
Waterloo Capital, L.P.9,657$382K0.04%new13F-HRTimeline
Retirement Planning Group, LLC9,325$369K0.02%-1,99913F-HRTimeline
Midwest Financial Network, LLC9,324$369K0.38%13F-HRTimeline
Koshinski Asset Management, Inc.9,166$363K0.03%-1,24013F-HRTimeline
Garden State Investment Advisory Servic…9,055$358K0.11%new13F-HRTimeline
ZEGA Investments, LLC8,781$354K0.1%13F-HRTimeline
First Heartland Consultants, Inc.8,800$347K0.04%+2,67513F-HRTimeline
CERTUITY, LLC8,530$338K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,461$335K0.1%013F-HRTimeline
Atala Financial Inc8,409$333K0.23%13F-HRTimeline
McAdam, LLC8,317$329K0.02%+10013F-HRTimeline
Sequoia Financial Advisors, LLC8,084$320K<0.01%013F-HR/ATimeline
XML Financial, LLC7,989$316K0.03%013F-HRTimeline
Ascent Wealth Partners, LLC7,980$316K0.04%new13F-HRTimeline
Goldstein Advisors, LLC7,940$314K0.05%+1,52013F-HRTimeline
Steward Partners Investment Advisory, L…7,703$305K<0.01%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,700$305K0.05%new13F-HRTimeline
Betterment LLC7,427$294K<0.01%-16713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,398$293K<0.01%new13F-HRTimelineGroup
World Investment Advisors7,183$284K0.01%+41313F-HRTimeline
Berkshire Money Management, Inc.7,046$279K0.03%new13F-HRTimeline
Advance Capital Management, Inc.7,019$278K0.01%new13F-HRTimeline
Defined Financial Planning LLC6,992$277K0.3%13F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.6,960$275K0.28%013F-HRTimeline
Ausdal Financial Partners, Inc.6,914$274K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC6,831$270K0.01%+48313F-HRTimeline
Vantage Point Financial LLC6,831$270K0.15%13F-HRTimeline
Compass Ion Advisors, LLC6,562$260K0.03%-513F-HRTimeline
Avantax Planning Partners, Inc.6,496$257K0.01%-10113F-HRTimeline
Cardinal Point Capital Management ULC6,300$249K0.04%new13F-HRTimeline
Leading Edge Financial Planning LLC6,142$243K0.08%+20713F-HRTimeline
GWN SECURITIES INC.6,100$241K0.06%13F-HRTimeline
MBL Wealth, LLC6,057$240K0.02%+25613F-HRTimeline
Seros Financial, LLC6,132$235K0.21%13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.5,826$231K0.01%new13F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC5,390$213K0.08%new13F-HRTimeline
Keystone Wealth Services, LLC5,371$213K0.06%+12913F-HRTimeline
Crown Wealth Group, LLC5,358$212K0.09%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,285$209K0.07%013F-HRTimeline
Lantz Financial LLC5,249$208K0.06%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,117$202K0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.3,979$158K0.01%-2,00013F-HRTimeline
WealthShield Partners, LLC3,912$155K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.3,594$142K0.07%13F-HR/ATimeline
Financial Network Wealth Advisors LLC3,511$139K0.26%-3,35213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,592$103K0.01%+30013F-HRTimelineGroup
Wagner Wealth Management, LLC2,000$79.1K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,735$68.6K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC1,340$53K0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,226$48.5K<0.01%-3,55213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,148$46.2K<0.01%+42013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA900$36K<0.01%new13F-HRTimelineGroup