Ascent Wealth Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Ascent Wealth Partners’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 Q1	$933K	Sell	21,640 -226	-1%	-$9.92K	0.11%	117
2025 Q4	$960K	Buy	21,866 +10,801	+98%	+$469K	0.11%	115
2025 Q3	$477K	Hold	11,065	–	–	0.06%	137
2025 Q2	$457K	Hold	11,065	–	–	0.06%	135
2025 Q1	$430K	Buy	11,065 +3,085	+39%	+$123K	0.06%	139
2024 Q4	$316K	Buy	+7,980	New	+$315K	0.04%	141

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ascent Wealth Partners's POCT Position: Q1 2026 in Review

Ascent Wealth Partners reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 1% in Q1 2026, selling an estimated $9.92K and leaving 21,640 shares worth $933K. The position accounts for 0.11% of the portfolio, ranked #117.

Ascent Wealth Partners first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $960K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Ascent Wealth Partners held 21,640 shares of Innovator US Equity Power Buffer ETF October worth $933K as of Q1 2026.
Ascent Wealth Partners sold 226 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $9.92K.
Innovator US Equity Power Buffer ETF October made up 0.11% of Ascent Wealth Partners's portfolio in Q1 2026, its #117 holding.
Ascent Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Ascent Wealth Partners's Innovator US Equity Power Buffer ETF October position peaked at $960K in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.