AE Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

AE Wealth Management’s Portfolio POCT Stock Details POCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Sell	33,055 -6,930	-17%	-$315K	0.01%	750
2026 Q1	$1.72M	Sell	39,985 -3,255	-8%	-$143K	0.01%	689
2025 Q4	$1.9M	Sell	43,240 -3,596	-8%	-$156K	0.01%	616
2025 Q3	$2.02M	Buy	46,836 +806	+2%	+$34.1K	0.01%	565
2025 Q2	$1.9M	Sell	46,030 -4,547	-9%	-$179K	0.01%	549
2025 Q1	$1.96M	Sell	50,577 -6,558	-11%	-$260K	0.02%	533
2024 Q4	$2.26M	Buy	57,135 +23,939	+72%	+$944K	0.02%	497
2024 Q3	$1.29M	Sell	33,196 -4,033	-11%	-$156K	0.01%	644
2024 Q2	$1.43M	Sell	37,229 -1,528	-4%	-$57.7K	0.01%	614
2024 Q1	$1.45M	Sell	38,757 -51,110	-57%	-$1.88M	0.02%	574
2023 Q4	$3.29M	Buy	89,867 +16,281	+22%	+$567K	0.02%	728
2023 Q3	$2.5M	Sell	73,586 -9,057	-11%	-$306K	0.01%	772
2023 Q2	$2.77M	Sell	82,643 -751,620	-90%	-$24.3M	0.02%	734
2023 Q1	$26.4M	Sell	834,263 -3,969	-0.5%	-$123K	0.17%	141
2022 Q4	$25.2M	Buy	838,232 +433,348	+107%	+$12.9M	0.18%	131
2022 Q3	$11.6M	Buy	404,884 +361,637	+836%	+$10.5M	0.09%	233
2022 Q2	$1.21M	Buy	43,247 +6,083	+16%	+$176K	0.01%	826
2022 Q1	$1.12M	Sell	37,164 -460	-1%	-$13.7K	0.01%	879
2021 Q4	$1.15M	Buy	37,624 +4,853	+15%	+$146K	0.01%	886
2021 Q3	$961K	Buy	32,771 +4,113	+14%	+$120K	0.01%	881
2021 Q2	$834K	Sell	28,658 -4,883	-15%	-$141K	0.01%	902
2021 Q1	$956K	Buy	33,541 +1,080	+3%	+$30.3K	0.01%	785
2020 Q4	$903K	Buy	+32,461	New	+$881K	0.01%	741

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's POCT Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 17% in Q2 2026, selling an estimated $315K and leaving 33,055 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #750.

AE Wealth Management first reported a position in POCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.4M in Q1 2023. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

AE Wealth Management held 33,055 shares of Innovator US Equity Power Buffer ETF October worth $1.53M as of Q2 2026.
AE Wealth Management sold 6,930 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $315K.
Innovator US Equity Power Buffer ETF October made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #750 holding.
AE Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
AE Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $26.4M in Q1 2023.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.