Question 1

How many shares of POCT does ENVESTNET ASSET MANAGEMENT INC own?

Accepted Answer

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 558,490 shares of POCT (INNOVATOR U.S. EQUITY POWER).

Question 2

What is ENVESTNET ASSET MANAGEMENT INC's POCT position worth?

Accepted Answer

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's POCT position is worth $25.9M.

Question 3

Is ENVESTNET ASSET MANAGEMENT INC buying or selling POCT?

Accepted Answer

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their POCT position (-4.7% change in shares).

Question 4

When did ENVESTNET ASSET MANAGEMENT INC first buy POCT?

Accepted Answer

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in POCT in 2019-Q2. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	558,490	-4.7%	$25.9M	0.0%	$46.41	0
2026-Q1	Increased	585,699	+28.9%	$25.2M	0.0%	$43.97	36
2025-Q4	Decreased	454,521	-19.1%	$20M	0.0%	$44.04	0
2025-Q3	Increased	562,177	+10.3%	$24.2M	0.0%	$43.09	32
2025-Q2	Increased	509,494	+24.4%	$21M	0.0%	$41.27	35
2025-Q1	Increased	409,693	+20.7%	$15.9M	0.0%	$38.72	34
2024-Q4	Increased	339,446	+31.5%	$13.4M	0.0%	$39.63	36
2024-Q3	Increased	258,088	+11.8%	$10.1M	0.0%	$38.92	31
2024-Q2	Increased	230,952	+21.1%	$8.8M	0.0%	$38.29	33
2024-Q1	Decreased	190,780	-4.6%	$7.2M	0.0%	$37.49	0
2023-Q4	Increased	199,921	+5.5%	$7.2M	0.0%	$36.12	29
2023-Q3	Increased	189,454	+8.1%	$6.4M	0.0%	$33.96	29
2023-Q2	Decreased	175,266	-3.7%	$5.9M	0.0%	$33.29	0
2023-Q1	Increased	181,987	+10.2%	$5.8M	0.0%	$31.41	30
2022-Q4	Increased	165,135	+84.0%	$5M	0.0%	$30.07	42
2022-Q3	Increased	89,765	+65.0%	$2.6M	0.0%	$28.81	38
2022-Q2	Increased	54,385	+16.7%	$1.5M	0.0%	$28.23	30
2022-Q1	Increased	46,616	+24.8%	$1.4M	0.0%	$30.35	31
2021-Q4	Increased	37,345	+38.3%	$1.1M	0.0%	$30.45	33
2021-Q3	New	27,006	-	$792,000	0.0%	$29.33	34
2020-Q3	Exited	0	-100.0%	$0	0.0%	$26.29	0
2020-Q2	Decreased	52,274	-8.3%	$1.3M	0.0%	$24.91	0
2020-Q1	Decreased	57,021	-4.9%	$1.3M	0.0%	$22.85	0
2019-Q4	Decreased	59,982	-4.1%	$1.5M	0.0%	$25.20	0
2019-Q3	Decreased	62,530	-3.2%	$1.6M	0.0%	$24.24	0
2019-Q2	New	64,609	-	$1.6M	0.0%	$24.48	35

POCT26 quarters

POCT
26 quarters